Mariner Independent Advisor Network’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Mariner Independent Advisor Network’s Portfolio PKW Stock Details PKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4.13M	Buy	55,591 +1,930	+4%	+$157K	0.18%	136
2022 Q2	$4.16M	Buy	+53,661	New	+$4.55M	0.18%	140
2019 Q3	–	Sell	-10,130	Closed	-$636K	–	386
2019 Q2	$636K	Hold	10,130	–	–	0.05%	290
2019 Q1	$606K	Buy	10,130 +60	+0.6%	+$3.47K	0.05%	283
2018 Q4	$532K	Buy	+10,070	New	+$575K	0.05%	288
2018 Q3	–	Sell	-14,996	Closed	-$851K	–	271
2018 Q2	$851K	Sell	14,996 -842	-5%	-$48.4K	0.15%	96
2018 Q1	$901K	Sell	15,838 -172	-1%	-$10.3K	0.06%	230
2017 Q4	$945K	Sell	16,010 -462	-3%	-$26.3K	0.1%	185
2017 Q3	$916K	Sell	16,472 -2	-0%	-$108	0.15%	100
2017 Q2	$884K	Buy	+16,474	New	+$864K	0.13%	137
2017 Q1	–	Sell	-18,674	Closed	-$942K	–	326
2016 Q4	$942K	Sell	18,674 -6	-0%	-$294	0.15%	100
2016 Q3	$886K	Buy	+18,680	New	+$879K	0.13%	112
2016 Q2	–	Sell	-10,127	Closed	-$459K	–	158
2016 Q1	$459K	Buy	+10,127	New	+$436K	0.15%	96
2015 Q4	–	Sell	-10,267	Closed	-$449K	–	140
2015 Q3	$449K	Buy	10,267 +107	+1%	+$5.03K	0.17%	102
2015 Q2	$494K	Sell	10,160 -101	-1%	-$5K	0.24%	77
2015 Q1	$506K	Buy	10,261 +340	+3%	+$16.5K	0.28%	64
2014 Q4	$477K	Sell	9,921 -24	-0.2%	-$1.1K	0.22%	81
2014 Q3	$445K	Buy	9,945 +184	+2%	+$8.31K	0.23%	68
2014 Q2	$438K	Buy	+9,761	New	+$427K	0.22%	74

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Mariner Independent Advisor Network's PKW Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco BuyBack Achievers ETF (PKW) stake by 3.6% in Q3 2022, buying an estimated $157K and bringing the position to 55,591 shares worth $4.13M. The position accounts for 0.18% of the portfolio, ranked #136.

Mariner Independent Advisor Network first reported a position in PKW in Q2 2014 and has held it in 19 quarters since. The position peaked at $4.16M in Q2 2022. 179 funds tracked by Wall St. Rank hold PKW as of Q3 2022.

Mariner Independent Advisor Network held 55,591 shares of Invesco BuyBack Achievers ETF worth $4.13M as of Q3 2022.
Mariner Independent Advisor Network bought 1,930 Invesco BuyBack Achievers ETF shares in Q3 2022, an estimated $157K.
Invesco BuyBack Achievers ETF made up 0.18% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #136 holding.
Mariner Independent Advisor Network first reported a position in Invesco BuyBack Achievers ETF in Q2 2014 and has held it in 19 quarters since.
Mariner Independent Advisor Network's Invesco BuyBack Achievers ETF position peaked at $4.16M in Q2 2022.
179 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.