Ranch Capital Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-200	Closed	-$18K	–	453
2021 Q3	$18K	Hold	200	–	–	0.01%	392
2021 Q2	$18K	Hold	200	–	–	0.01%	517
2021 Q1	$16K	Hold	200	–	–	0.01%	514
2020 Q4	$14K	Hold	200	–	–	0.01%	567
2020 Q3	$12K	Hold	200	–	–	0.01%	584
2020 Q2	$12K	Hold	200	–	–	0.01%	598
2020 Q1	$9K	Sell	200 -100	-33%	-$6.21K	0.01%	614
2019 Q4	$21K	Buy	+300	New	+$19.8K	0.02%	497

Other funds holding PKW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

LCWP

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

Ranch Capital Advisors's PKW Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2021, closing a stake of 200 shares — an estimated $18K sold.

Ranch Capital Advisors first reported a position in PKW in Q4 2019 and held it in 8 quarters. The position peaked at $21K in Q4 2019. 210 funds tracked by Wall St. Rank hold PKW as of Q4 2021.

Ranch Capital Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 200 Invesco BuyBack Achievers ETF shares in Q4 2021, an estimated $18K.
Ranch Capital Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Invesco BuyBack Achievers ETF position peaked at $21K in Q4 2019.
210 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.