My Personal CFO LLC’s Invesco BuyBack Achievers ETF PKW Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-835	Closed	-$71.4K	–	620
2022 Q4	$71.4K	Buy	+835	New	+$70.4K	0.07%	112

Other funds holding PKW

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LCWP

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

My Personal CFO LLC's PKW Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2023, closing a stake of 835 shares — an estimated $71.4K sold.

My Personal CFO LLC first reported a position in PKW in Q4 2022 and held it in 1 quarter. The position peaked at $71.4K in Q4 2022. 183 funds tracked by Wall St. Rank hold PKW as of Q1 2023.

My Personal CFO LLC reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 835 Invesco BuyBack Achievers ETF shares in Q1 2023, an estimated $71.4K.
My Personal CFO LLC first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Invesco BuyBack Achievers ETF position peaked at $71.4K in Q4 2022.
183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.