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

Oxford 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
2022
Q4 		– Sell
-767
Closed -$57K – 269
2022
Q3 		$57K Hold
767
– – 0.01% 198
2022
Q2 		$59K Buy
+767
New +$65K 0.01% 220
2020
Q3 		– Sell
-767
Closed -$44K – 194
2020
Q2 		$44K Hold
767
– – 0.01% 170
2020
Q1 		$37K Buy
+767
New +$47.6K 0.01% 180

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Oxford Financial Group's PKW Position: Q4 2022 in Review

Oxford Financial Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2022, closing a stake of 767 shares — an estimated $57K sold.

Oxford Financial Group first reported a position in PKW in Q1 2020 and held it in 4 quarters. The position peaked at $59K in Q2 2022. 202 funds tracked by Wall St. Rank hold PKW as of Q4 2022.

  • Oxford Financial Group reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2022 after selling out during the quarter.
  • Oxford Financial Group sold 767 Invesco BuyBack Achievers ETF shares in Q4 2022, an estimated $57K.
  • Oxford Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q1 2020 and held it in 4 quarters.
  • Oxford Financial Group's Invesco BuyBack Achievers ETF position peaked at $59K in Q2 2022.
  • 202 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2022.

Based on Oxford Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.