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Sittner & Nelson’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sittner & Nelson’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
2024
Q2 		– Sell
-8
Closed -$866 – 480
2024
Q1 		$866 Buy
+8
New +$813 ﹤0.01% 460

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Sittner & Nelson's PKW Position: Q2 2024 in Review

Sittner & Nelson sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2024, closing a stake of 8 shares — an estimated $866 sold.

Sittner & Nelson first reported a position in PKW in Q1 2024 and held it in 1 quarter. The position peaked at $866 in Q1 2024. 201 funds tracked by Wall St. Rank hold PKW as of Q2 2024.

  • Sittner & Nelson reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 8 Invesco BuyBack Achievers ETF shares in Q2 2024, an estimated $866.
  • Sittner & Nelson first reported a position in Invesco BuyBack Achievers ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's Invesco BuyBack Achievers ETF position peaked at $866 in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.