Neuberger Berman Group
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Neuberger Berman Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Neuberger Berman 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
2023
Q3 		– Sell
-2,654
Closed -$237K – 1865
2023
Q2 		$237K Buy
+2,654
New +$227K ﹤0.01% 1660

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Neuberger Berman Group's PKW Position: Q3 2023 in Review

Neuberger Berman Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2023, closing a stake of 2,654 shares — an estimated $237K sold.

Neuberger Berman Group first reported a position in PKW in Q2 2023 and held it in 1 quarter. The position peaked at $237K in Q2 2023. 208 funds tracked by Wall St. Rank hold PKW as of Q3 2023.

  • Neuberger Berman Group reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2023 after selling out during the quarter.
  • Neuberger Berman Group sold 2,654 Invesco BuyBack Achievers ETF shares in Q3 2023, an estimated $237K.
  • Neuberger Berman Group first reported a position in Invesco BuyBack Achievers ETF in Q2 2023 and held it in 1 quarter.
  • Neuberger Berman Group's Invesco BuyBack Achievers ETF position peaked at $237K in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2023.

Based on Neuberger Berman Group's 13F filing for Q3 2023, filed 14 Nov 2023.