O'Dell Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

O'Dell 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	-296	Closed	-$29.3K	–	369
2023 Q4	$29.3K	Buy	+296	New	+$27.1K	0.01%	256
2023 Q3	–	Sell	-296	Closed	-$26.5K	–	364
2023 Q2	$26.5K	Buy	+296	New	+$25.3K	0.01%	253
2022 Q4	–	Sell	-296	Closed	-$22K	–	305
2022 Q3	$22K	Hold	296	–	–	0.01%	220
2022 Q2	$23K	Hold	296	–	–	0.01%	216
2022 Q1	$27K	Hold	296	–	–	0.01%	232
2021 Q4	$29K	Hold	296	–	–	0.01%	207
2021 Q3	$27K	Buy	+296	New	+$27.2K	0.01%	213

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 $160M AUM 20.52% 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

O'Dell Group's PKW Position: Q1 2024 in Review

O'Dell Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2024, closing a stake of 296 shares — an estimated $29.3K sold.

O'Dell Group first reported a position in PKW in Q3 2021 and held it in 7 quarters. The position peaked at $29.3K in Q4 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q1 2024.

O'Dell Group reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 296 Invesco BuyBack Achievers ETF shares in Q1 2024, an estimated $29.3K.
O'Dell Group first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 7 quarters.
O'Dell Group's Invesco BuyBack Achievers ETF position peaked at $29.3K in Q4 2023.
204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.