Nations Financial Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Nations Financial Group’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
2024 Q1	–	Sell	-3,994	Closed	-$395K	–	645
2023 Q4	$395K	Hold	3,994	–	–	0.04%	447
2023 Q3	$359K	Sell	3,994 -1,700	-30%	-$156K	0.04%	455
2023 Q2	$509K	Hold	5,694	–	–	0.05%	383
2023 Q1	$484K	Sell	5,694 -130	-2%	-$11.4K	0.05%	377
2022 Q4	$498K	Hold	5,824	–	–	0.06%	357
2022 Q3	$432K	Hold	5,824	–	–	0.06%	321
2022 Q2	$451K	Hold	5,824	–	–	0.06%	322
2022 Q1	$527K	Hold	5,824	–	–	0.06%	312
2021 Q4	$562K	Hold	5,824	–	–	0.07%	275
2021 Q3	$525K	Hold	5,824	–	–	0.08%	257
2021 Q2	$526K	Hold	5,824	–	–	0.09%	246
2021 Q1	$490K	Sell	5,824 -7,010	-55%	-$556K	0.11%	221
2020 Q4	$941K	Sell	12,834 -93	-0.7%	-$6.18K	0.25%	115
2020 Q3	$778K	Sell	12,927 -157	-1%	-$9.48K	0.24%	122
2020 Q2	$751K	Buy	13,084 +202	+2%	+$11K	0.27%	114
2020 Q1	$624K	Sell	12,882 -156	-1%	-$9.68K	0.27%	117
2019 Q4	$899K	Sell	13,038 -507	-4%	-$33.4K	0.31%	98
2019 Q3	$875K	Buy	+13,545	New	+$844K	0.31%	96

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

RJFSA

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

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

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

PWSG

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Nations Financial Group's PKW Position: Q1 2024 in Review

Nations Financial Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2024, closing a stake of 3,994 shares — an estimated $395K sold.

Nations Financial Group first reported a position in PKW in Q3 2019 and held it in 18 quarters. The position peaked at $941K in Q4 2020. 204 funds tracked by Wall St. Rank hold PKW as of Q1 2024.

Nations Financial Group reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2024 after selling out during the quarter.
Nations Financial Group sold 3,994 Invesco BuyBack Achievers ETF shares in Q1 2024, an estimated $395K.
Nations Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q3 2019 and held it in 18 quarters.
Nations Financial Group's Invesco BuyBack Achievers ETF position peaked at $941K in Q4 2020.
204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.