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Sheaff Brock Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sheaff Brock Investment Advisors’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
Q1 		– Sell
-2,851
Closed -$275K – 562
2021
Q4 		$275K Hold
2,851
– – 0.02% 408
2021
Q3 		$257K Buy
+2,851
New +$262K 0.02% 420

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sheaff Brock Investment Advisors's PKW Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2022, closing a stake of 2,851 shares — an estimated $275K sold.

Sheaff Brock Investment Advisors first reported a position in PKW in Q3 2021 and held it in 2 quarters. The position peaked at $275K in Q4 2021. 194 funds tracked by Wall St. Rank hold PKW as of Q1 2022.

  • Sheaff Brock Investment Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,851 Invesco BuyBack Achievers ETF shares in Q1 2022, an estimated $275K.
  • Sheaff Brock Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $275K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.