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

SigFig 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
2023
Q4 		– Sell
-70,527
Closed -$6.35M – 118
2023
Q3 		$6.35M Buy
+70,527
New +$6.49M 0.25% 40
2023
Q1 		– Sell
-43,916
Closed -$1.42M – 110
2022
Q4 		$1.42M Buy
+43,916
New +$3.7M 0.07% 76
2021
Q3 		– Sell
-58,453
Closed -$5.28M – 83
2021
Q2 		$5.28M Buy
58,453
+27,573
+89% +$2.45M 0.28% 36
2021
Q1 		$2.6M Buy
30,880
+23,261
+305% +$1.84M 0.16% 44
2020
Q4 		$559K Buy
+7,619
New +$507K 0.04% 66

Other funds holding PKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return