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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 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 $521M AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SigFig Wealth Management's PKW Position: Q4 2023 in Review

SigFig Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2023, closing a stake of 70,527 shares — an estimated $6.35M sold.

SigFig Wealth Management first reported a position in PKW in Q4 2020 and held it in 5 quarters. The position peaked at $6.35M in Q3 2023. 204 funds tracked by Wall St. Rank hold PKW as of Q4 2023.

SigFig Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
SigFig Wealth Management sold 70,527 Invesco BuyBack Achievers ETF shares in Q4 2023, an estimated $6.35M.
SigFig Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2020 and held it in 5 quarters.
SigFig Wealth Management's Invesco BuyBack Achievers ETF position peaked at $6.35M in Q3 2023.
204 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2023.

Based on SigFig Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.