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Private Capital Management (Colorado)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Private Capital Management (Colorado)’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
Q4 		– Sell
-113
Closed -$13K – 262
2024
Q3 		$13K Buy
+113
New +$12.2K ﹤0.01% 268

Other funds holding PKW

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Capital Management (Colorado)'s PKW Position: Q4 2024 in Review

Private Capital Management (Colorado) sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2024, closing a stake of 113 shares — an estimated $13K sold.

Private Capital Management (Colorado) first reported a position in PKW in Q3 2024 and held it in 1 quarter. The position peaked at $13K in Q3 2024. 226 funds tracked by Wall St. Rank hold PKW as of Q4 2024.

  • Private Capital Management (Colorado) reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 113 Invesco BuyBack Achievers ETF shares in Q4 2024, an estimated $13K.
  • Private Capital Management (Colorado) first reported a position in Invesco BuyBack Achievers ETF in Q3 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s Invesco BuyBack Achievers ETF position peaked at $13K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.