MWM
PKW icon

MinichMacGregor Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

MinichMacGregor Wealth 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
Q1 		– Sell
-34,073
Closed -$2.5M – 86
2020
Q4 		$2.5M Buy
+34,073
New +$2.27M 1.02% 28
2020
Q3 		– Sell
-23,553
Closed -$1.35M – 71
2020
Q2 		$1.35M Buy
+23,553
New +$1.28M 0.75% 23

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

MinichMacGregor Wealth Management's PKW Position: Q1 2021 in Review

MinichMacGregor Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2021, closing a stake of 34,073 shares — an estimated $2.5M sold.

MinichMacGregor Wealth Management first reported a position in PKW in Q2 2020 and held it in 2 quarters. The position peaked at $2.5M in Q4 2020. 173 funds tracked by Wall St. Rank hold PKW as of Q1 2021.

  • MinichMacGregor Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 34,073 Invesco BuyBack Achievers ETF shares in Q1 2021, an estimated $2.5M.
  • MinichMacGregor Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q2 2020 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Invesco BuyBack Achievers ETF position peaked at $2.5M in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2021.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.