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Marshall Financial Group (Maryland)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Marshall Financial Group (Maryland)’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
2024
Q1 		– Sell
-2,593
Closed -$257K – 177
2023
Q4 		$257K Sell
2,593
-1,012
-28% -$92.5K 0.08% 155
2023
Q3 		$324K Buy
+3,605
New +$332K 0.12% 143

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Marshall Financial Group (Maryland)'s PKW Position: Q1 2024 in Review

Marshall Financial Group (Maryland) sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2024, closing a stake of 2,593 shares — an estimated $257K sold.

Marshall Financial Group (Maryland) first reported a position in PKW in Q3 2023 and held it in 2 quarters. The position peaked at $324K in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q1 2024.

  • Marshall Financial Group (Maryland) reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,593 Invesco BuyBack Achievers ETF shares in Q1 2024, an estimated $257K.
  • Marshall Financial Group (Maryland) first reported a position in Invesco BuyBack Achievers ETF in Q3 2023 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Invesco BuyBack Achievers ETF position peaked at $324K in Q3 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2024.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2024, filed 19 Apr 2024.