Meeder Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Meeder Asset Management’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
2021 Q4	–	Sell	-228	Closed	-$21K	–	2018
2021 Q3	$21K	Buy	228 +83	+57%	+$7.63K	﹤0.01%	1406
2021 Q2	$13K	Buy	145 +106	+272%	+$9.42K	﹤0.01%	1612
2021 Q1	$3K	Buy	+39	New	+$3.09K	﹤0.01%	2000
2020 Q1	–	Sell	-170	Closed	-$12K	–	2475
2019 Q4	$12K	Buy	+170	New	+$11.2K	﹤0.01%	1512

Other funds holding PKW

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LCWP

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

Meeder Asset Management's PKW Position: Q4 2021 in Review

Meeder Asset Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2021, closing a stake of 228 shares — an estimated $21K sold.

Meeder Asset Management first reported a position in PKW in Q4 2019 and held it in 4 quarters. The position peaked at $21K in Q3 2021. 210 funds tracked by Wall St. Rank hold PKW as of Q4 2021.

Meeder Asset Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2021 after selling out during the quarter.
Meeder Asset Management sold 228 Invesco BuyBack Achievers ETF shares in Q4 2021, an estimated $21K.
Meeder Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 4 quarters.
Meeder Asset Management's Invesco BuyBack Achievers ETF position peaked at $21K in Q3 2021.
210 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2021.

Based on Meeder Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.