Parkside Financial Bank & Trust’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Parkside Financial Bank & Trust’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
2023 Q1	–	Sell	-40	Closed	-$3.42K	–	2084
2022 Q4	$3.42K	Buy	+40	New	+$3.37K	﹤0.01%	1484
2018 Q3	–	Sell	-45	Closed	-$3K	–	1609
2018 Q2	$3K	Hold	45	–	–	﹤0.01%	986
2018 Q1	$3K	Hold	45	–	–	﹤0.01%	951
2017 Q4	$3K	Hold	45	–	–	﹤0.01%	930
2017 Q3	$3K	Hold	45	–	–	﹤0.01%	929
2017 Q2	$2K	Buy	+45	New	+$2.36K	﹤0.01%	1007

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkside Financial Bank & Trust's PKW Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2023, closing a stake of 40 shares — an estimated $3.42K sold.

Parkside Financial Bank & Trust first reported a position in PKW in Q2 2017 and held it in 6 quarters. The position peaked at $3.42K in Q4 2022. 183 funds tracked by Wall St. Rank hold PKW as of Q1 2023.

Parkside Financial Bank & Trust reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2023 after selling out during the quarter.
Parkside Financial Bank & Trust sold 40 Invesco BuyBack Achievers ETF shares in Q1 2023, an estimated $3.42K.
Parkside Financial Bank & Trust first reported a position in Invesco BuyBack Achievers ETF in Q2 2017 and held it in 6 quarters.
Parkside Financial Bank & Trust's Invesco BuyBack Achievers ETF position peaked at $3.42K in Q4 2022.
183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.