Measured Wealth Private Client Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Hold |
2,691
| – | – | 0.1% | 133 |
|
|
2025
Q1 | $303K | Hold |
2,691
| – | – | 0.1% | 133 |
|
|
2024
Q4 | $310K | Hold |
2,691
| – | – | 0.1% | 135 |
|
|
2024
Q3 | $308K | Hold |
2,691
| – | – | 0.1% | 135 |
|
|
2024
Q2 | $280K | Sell |
2,691
-24
| -0.9% | -$2.49K | 0.1% | 154 |
|
|
2024
Q1 | $294K | Hold |
2,715
| – | – | 0.1% | 150 |
|
|
2023
Q4 | $269K | Hold |
2,715
| – | – | 0.1% | 148 |
|
|
2023
Q3 | $244K | Hold |
2,715
| – | – | 0.1% | 143 |
|
|
2023
Q2 | $243K | Hold |
2,715
| – | – | 0.09% | 158 |
|
|
2023
Q1 | $231K | Hold |
2,715
| – | – | 0.09% | 159 |
|
|
2022
Q4 | $232K | Sell |
2,715
-17
| -0.6% | -$1.46K | 0.1% | 148 |
|
|
2022
Q3 | $203K | Hold |
2,732
| – | – | 0.09% | 144 |
|
|
2022
Q2 | $212K | Sell |
2,732
-350
| -11% | -$27.2K | 0.09% | 162 |
|
|
2022
Q1 | $279K | Hold |
3,082
| – | – | 0.1% | 127 |
|
|
2021
Q4 | $297K | Hold |
3,082
| – | – | 0.11% | 121 |
|
|
2021
Q3 | $278K | Hold |
3,082
| – | – | 0.11% | 126 |
|
|
2021
Q2 | $278K | Sell |
3,082
-48
| -2% | -$4.33K | 0.09% | 147 |
|
|
2021
Q1 | $264K | Hold |
3,130
| – | – | 0.09% | 129 |
|
|
2020
Q4 | $230K | Buy |
+3,130
| New | +$230K | 0.1% | 122 |
|
|
2020
Q1 | – | Sell |
-3,130
| Closed | -$216K | – | 115 |
|
|
2019
Q4 | $216K | Buy |
+3,130
| New | +$216K | 0.14% | 93 |
|
|
2019
Q3 | – | Sell |
-4,665
| Closed | -$292K | – | 186 |
|
|
2019
Q2 | $292K | Sell |
4,665
-935
| -17% | -$58.5K | 0.17% | 133 |
|
|
2019
Q1 | $334K | Hold |
5,600
| – | – | 0.21% | 112 |
|
|
2018
Q4 | $292K | Sell |
5,600
-120
| -2% | -$6.26K | 0.26% | 61 |
|
|
2018
Q3 | $349K | Sell |
5,720
-690
| -11% | -$42.1K | 0.21% | 86 |
|
|
2018
Q2 | $363K | Buy |
+6,410
| New | +$363K | 0.3% | 73 |
|
|
2017
Q3 | $404K | Buy |
+7,270
| New | +$404K | 0.55% | 32 |
|