RWB
PKW icon

RMR Wealth Builders’s Invesco BuyBack Achievers ETF PKW Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-244
Closed -$21K – 548
2021
Q1 		$21K Buy
+244
New +$19.4K 0.01% 507

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RMR Wealth Builders's PKW Position: Q2 2021 in Review

RMR Wealth Builders sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2021, closing a stake of 244 shares — an estimated $21K sold.

RMR Wealth Builders first reported a position in PKW in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 197 funds tracked by Wall St. Rank hold PKW as of Q2 2021.

  • RMR Wealth Builders reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 244 Invesco BuyBack Achievers ETF shares in Q2 2021, an estimated $21K.
  • RMR Wealth Builders first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Invesco BuyBack Achievers ETF position peaked at $21K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.