Roosevelt Investment Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Roosevelt Investment Group’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 Q3	$242K	Buy	+3,261	New	+$266K	0.02%	245

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

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

RJFSA

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

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

LCWP

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

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

Roosevelt Investment Group's PKW Position: Q3 2022 in Review

Roosevelt Investment Group opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q3 2022: 3,261 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings.

179 funds tracked by Wall St. Rank hold PKW as of Q3 2022.

Roosevelt Investment Group held 3,261 shares of Invesco BuyBack Achievers ETF worth $242K as of Q3 2022.
Invesco BuyBack Achievers ETF was a new Roosevelt Investment Group position in Q3 2022.
Invesco BuyBack Achievers ETF made up 0.02% of Roosevelt Investment Group's portfolio in Q3 2022, its #245 holding.
179 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2022.

Based on Roosevelt Investment Group's 13F filing for Q3 2022, filed 19 Oct 2022.