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Mascoma Wealth Management’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Mascoma Wealth Management’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$3.97K – 518
2024
Q4 		$3.97K Buy
+100
New +$4.14K ﹤0.01% 424

Other funds holding IPKW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mascoma Wealth Management's IPKW Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q1 2025, closing a stake of 100 shares — an estimated $3.97K sold.

Mascoma Wealth Management first reported a position in IPKW in Q4 2024 and held it in 1 quarter. The position peaked at $3.97K in Q4 2024. 63 funds tracked by Wall St. Rank hold IPKW as of Q1 2025.

  • Mascoma Wealth Management reported no remaining Invesco International BuyBack Achievers ETF position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Invesco International BuyBack Achievers ETF shares in Q1 2025, an estimated $3.97K.
  • Mascoma Wealth Management first reported a position in Invesco International BuyBack Achievers ETF in Q4 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Invesco International BuyBack Achievers ETF position peaked at $3.97K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.