Patriot Financial Group Insurance Agency’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-198	Closed	-$15K	–	1528
2022 Q2	$15K	Hold	198	–	–	﹤0.01%	1112
2022 Q1	$18K	Sell	198 -98	-33%	-$8.99K	﹤0.01%	1131
2021 Q4	$29K	Hold	296	–	–	﹤0.01%	1068
2021 Q3	$27K	Hold	296	–	–	﹤0.01%	1089
2021 Q2	$27K	Hold	296	–	–	﹤0.01%	1060
2021 Q1	$25K	Buy	+296	New	+$23.5K	0.01%	1006
2019 Q2	–	Sell	-161	Closed	-$10K	–	1459
2019 Q1	$10K	Buy	+161	New	+$9.3K	0.01%	707

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

RJA

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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PKW Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2022, closing a stake of 198 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in PKW in Q1 2019 and held it in 7 quarters. The position peaked at $29K in Q4 2021. 179 funds tracked by Wall St. Rank hold PKW as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 198 Invesco BuyBack Achievers ETF shares in Q3 2022, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Invesco BuyBack Achievers ETF position peaked at $29K in Q4 2021.
179 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.