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Next Financial Group’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Next Financial Group’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-70
Closed -$3K – 2908
2021
Q3 		$3K Sell
70
-4
-5% -$179 ﹤0.01% 2378
2021
Q2 		$3K Buy
+74
New +$3.35K ﹤0.01% 2319

Other funds holding IPKW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Next Financial Group's IPKW Position: Q4 2021 in Review

Next Financial Group sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q4 2021, closing a stake of 70 shares — an estimated $3K sold.

Next Financial Group first reported a position in IPKW in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 43 funds tracked by Wall St. Rank hold IPKW as of Q4 2021.

  • Next Financial Group reported no remaining Invesco International BuyBack Achievers ETF position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 70 Invesco International BuyBack Achievers ETF shares in Q4 2021, an estimated $3K.
  • Next Financial Group first reported a position in Invesco International BuyBack Achievers ETF in Q2 2021 and held it in 2 quarters.
  • Next Financial Group's Invesco International BuyBack Achievers ETF position peaked at $3K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.