Resurgent Financial Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Resurgent Financial 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
2024 Q1	–	Sell	-282	Closed	-$27.9K	–	402
2023 Q4	$27.9K	Hold	282	–	–	0.02%	434
2023 Q3	$25.4K	Hold	282	–	–	0.02%	446
2023 Q2	$25.2K	Hold	282	–	–	0.02%	451
2023 Q1	$24K	Sell	282 -42	-13%	-$3.67K	0.02%	452
2022 Q4	$27.7K	Buy	+324	New	+$27.3K	0.01%	551

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

Resurgent Financial Advisors's PKW Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2024, closing a stake of 282 shares — an estimated $27.9K sold.

Resurgent Financial Advisors first reported a position in PKW in Q4 2022 and held it in 5 quarters. The position peaked at $27.9K in Q4 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q1 2024.

Resurgent Financial Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 282 Invesco BuyBack Achievers ETF shares in Q1 2024, an estimated $27.9K.
Resurgent Financial Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's Invesco BuyBack Achievers ETF position peaked at $27.9K in Q4 2023.
204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.