SeaCrest Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

SeaCrest Wealth Management’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	–	Sell	-406	Closed	-$31K	–	1263
2022 Q2	$31K	Buy	+406	New	+$34.4K	﹤0.01%	1319
2019 Q2	–	Sell	-1,501	Closed	-$90K	–	1487
2019 Q1	$90K	Hold	1,501	–	–	0.02%	729
2018 Q4	$78K	Hold	1,501	–	–	0.02%	752
2018 Q3	$92K	Hold	1,501	–	–	0.02%	772
2018 Q2	$85K	Sell	1,501 -236	-14%	-$13.6K	0.02%	784
2018 Q1	$99K	Hold	1,737	–	–	0.02%	706
2017 Q4	$103K	Buy	+1,737	New	+$98.8K	0.02%	709

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

SeaCrest Wealth Management's PKW Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2022, closing a stake of 406 shares — an estimated $31K sold.

SeaCrest Wealth Management first reported a position in PKW in Q4 2017 and held it in 7 quarters. The position peaked at $103K in Q4 2017. 179 funds tracked by Wall St. Rank hold PKW as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 406 Invesco BuyBack Achievers ETF shares in Q3 2022, an estimated $31K.
SeaCrest Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Invesco BuyBack Achievers ETF position peaked at $103K in Q4 2017.
179 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.