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Retirement Planning Company of New England’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-508
Closed -$49K – 701
2021
Q4 		$49K Buy
+508
New +$48.2K 0.02% 412

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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCWP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Retirement Planning Company of New England's PKW Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2022, closing a stake of 508 shares — an estimated $49K sold.

Retirement Planning Company of New England first reported a position in PKW in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 194 funds tracked by Wall St. Rank hold PKW as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 508 Invesco BuyBack Achievers ETF shares in Q1 2022, an estimated $49K.
  • Retirement Planning Company of New England first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco BuyBack Achievers ETF position peaked at $49K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.