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ORG Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

ORG Partners’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
-10
Closed -$990 – 927
2023
Q4 		$990 Buy
+10
New +$914 ﹤0.01% 1005

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
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

ORG Partners's PKW Position: Q1 2024 in Review

ORG Partners sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2024, closing a stake of 10 shares — an estimated $990 sold.

ORG Partners first reported a position in PKW in Q4 2023 and held it in 1 quarter. The position peaked at $990 in Q4 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q1 2024.

  • ORG Partners reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 10 Invesco BuyBack Achievers ETF shares in Q1 2024, an estimated $990.
  • ORG Partners first reported a position in Invesco BuyBack Achievers ETF in Q4 2023 and held it in 1 quarter.
  • ORG Partners's Invesco BuyBack Achievers ETF position peaked at $990 in Q4 2023.
  • 204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.