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

SFG 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 Q4	–	Sell	-3,885	Closed	-$288K	–	85
2022 Q3	$288K	Sell	3,885 -775	-17%	-$63.1K	0.39%	52
2022 Q2	$361K	Hold	4,660	–	–	0.42%	52
2022 Q1	$422K	Sell	4,660 -130	-3%	-$11.9K	0.4%	51
2021 Q4	$462K	Buy	+4,790	New	+$454K	0.41%	54

Other funds holding PKW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

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

LCWP

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

SFG Wealth Management's PKW Position: Q4 2022 in Review

SFG Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2022, closing a stake of 3,885 shares — an estimated $288K sold.

SFG Wealth Management first reported a position in PKW in Q4 2021 and held it in 4 quarters. The position peaked at $462K in Q4 2021. 202 funds tracked by Wall St. Rank hold PKW as of Q4 2022.

SFG Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2022 after selling out during the quarter.
SFG Wealth Management sold 3,885 Invesco BuyBack Achievers ETF shares in Q4 2022, an estimated $288K.
SFG Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and held it in 4 quarters.
SFG Wealth Management's Invesco BuyBack Achievers ETF position peaked at $462K in Q4 2021.
202 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2022.

Based on SFG Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.