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RVW Wealth’s Invesco BuyBack Achievers ETF PKW Stock Holding History

RVW Wealth’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
Q3 		– Sell
-2,115
Closed -$220K – 158
2024
Q2 		$220K Hold
2,115
– – 0.02% 137
2024
Q1 		$229K Hold
2,115
– – 0.02% 133
2023
Q4 		$209K Hold
2,115
– – 0.02% 136
2023
Q3 		$190K Buy
+2,115
New +$195K 0.02% 143
2022
Q1 		– Sell
-2,151
Closed -$208K – 143
2021
Q4 		$208K Sell
2,151
-69
-3% -$6.54K 0.02% 127
2021
Q3 		$0 Hold
2,220
– – ﹤0.01% 112
2021
Q2 		$0 Buy
+2,220
New +$197K ﹤0.01% 103
2020
Q2 		– Sell
-89,267
Closed -$4.33M – 108
2020
Q1 		$4.33M Sell
89,267
-172,804
-66% -$10.7M 1.01% 34
2019
Q4 		$18.1M Buy
262,071
+1,944
+0.7% +$128K 3.95% 7
2019
Q3 		$16.3M Sell
260,127
-7,476
-3% -$466K 3.87% 9
2019
Q2 		$16.8M Buy
267,603
+1,294
+0.5% +$79.8K 3.99% 9
2019
Q1 		$15.9M Buy
+266,309
New +$15.4M 4.05% 8

Other funds holding PKW

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RVW Wealth's PKW Position: Q3 2024 in Review

RVW Wealth sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2024, closing a stake of 2,115 shares — an estimated $220K sold.

RVW Wealth first reported a position in PKW in Q1 2019 and held it in 12 quarters. The position peaked at $18.1M in Q4 2019. 215 funds tracked by Wall St. Rank hold PKW as of Q3 2024.

  • RVW Wealth reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2024 after selling out during the quarter.
  • RVW Wealth sold 2,115 Invesco BuyBack Achievers ETF shares in Q3 2024, an estimated $220K.
  • RVW Wealth first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and held it in 12 quarters.
  • RVW Wealth's Invesco BuyBack Achievers ETF position peaked at $18.1M in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2024.

Based on RVW Wealth's 13F filing for Q3 2024, filed 15 Oct 2024.