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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $521M AUM 28.27% 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.