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Prospera Financial Services’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Prospera Financial Services’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,657
Closed -$346K – 1161
2024
Q2 		$346K Hold
8,657
– – 0.01% 861
2024
Q1 		$344K Hold
8,657
– – 0.01% 848
2023
Q4 		$324K Hold
8,657
– – 0.01% 813
2023
Q3 		$304K Hold
8,657
– – 0.01% 802
2023
Q2 		$299K Hold
8,657
– – 0.01% 797
2023
Q1 		$295K Hold
8,657
– – 0.01% 789
2022
Q4 		$290K Buy
+8,657
New +$275K 0.01% 723
2022
Q3 		– Sell
-8,630
Closed -$280K – 1214
2022
Q2 		$280K Sell
8,630
-217
-2% -$7.83K 0.01% 650
2022
Q1 		$339K Hold
8,847
– – 0.01% 714
2021
Q4 		$353K Hold
8,847
– – 0.02% 659
2021
Q3 		$387K Hold
8,847
– – 0.02% 597
2021
Q2 		$400K Buy
8,847
+920
+12% +$41.6K 0.02% 587
2021
Q1 		$338K Sell
7,927
-115
-1% -$4.78K 0.02% 589
2020
Q4 		$309K Sell
8,042
-12,523
-61% -$440K 0.02% 532
2020
Q3 		$646K Sell
20,565
-11,432
-36% -$359K 0.25% 74
2020
Q2 		$924K Sell
31,997
-1,137
-3% -$30.2K 0.08% 243
2020
Q1 		$778K Buy
33,134
+307
+0.9% +$9.24K 0.08% 229
2019
Q4 		$1.11M Buy
32,827
+2,998
+10% +$97.6K 0.09% 246
2019
Q3 		$924K Buy
29,829
+1,082
+4% +$33.3K 0.09% 190
2019
Q2 		$916K Buy
28,747
+251
+0.9% +$7.98K 0.1% 171
2019
Q1 		$927K Buy
28,496
+13,870
+95% +$431K 0.31% 91
2018
Q4 		$422K Buy
14,626
+3,305
+29% +$103K 0.09% 228
2018
Q3 		$405K Sell
11,321
-1,120
-9% -$39.5K 0.08% 251
2018
Q2 		$447K Buy
12,441
+3,060
+33% +$116K 0.06% 252
2018
Q1 		$351K Buy
+9,381
New +$359K 0.05% 301

Other funds holding IPKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
KWA
Kellett Wealth Advisors Cincinnati, Ohio $184M AUM 17.21% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prospera Financial Services's IPKW Position: Q3 2024 in Review

Prospera Financial Services sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q3 2024, closing a stake of 8,657 shares — an estimated $346K sold.

Prospera Financial Services first reported a position in IPKW in Q1 2018 and held it in 25 quarters. The position peaked at $1.11M in Q4 2019. 51 funds tracked by Wall St. Rank hold IPKW as of Q3 2024.

  • Prospera Financial Services reported no remaining Invesco International BuyBack Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • Prospera Financial Services sold 8,657 Invesco International BuyBack Achievers ETF shares in Q3 2024, an estimated $346K.
  • Prospera Financial Services first reported a position in Invesco International BuyBack Achievers ETF in Q1 2018 and held it in 25 quarters.
  • Prospera Financial Services's Invesco International BuyBack Achievers ETF position peaked at $1.11M in Q4 2019.
  • 51 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.