Spire Wealth Management’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Spire Wealth Management’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-250	Closed	-$8.77K	–	2417
2023 Q3	$8.77K	Hold	250	–	–	﹤0.01%	1767
2023 Q2	$8.65K	Hold	250	–	–	﹤0.01%	1857
2023 Q1	$8.52K	Hold	250	–	–	﹤0.01%	1905
2022 Q4	$8K	Buy	+250	New	+$7.94K	﹤0.01%	1697
2022 Q3	–	Sell	-250	Closed	-$8K	–	2389
2022 Q2	$8K	Hold	250	–	–	﹤0.01%	1992
2022 Q1	$10K	Hold	250	–	–	﹤0.01%	2030
2021 Q4	$10K	Hold	250	–	–	﹤0.01%	2382
2021 Q3	$11K	Buy	+250	New	+$11.2K	﹤0.01%	2066

Other funds holding IPKW

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Spire Wealth Management's IPKW Position: Q4 2023 in Review

Spire Wealth Management sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q4 2023, closing a stake of 250 shares — an estimated $8.77K sold.

Spire Wealth Management first reported a position in IPKW in Q3 2021 and held it in 8 quarters. The position peaked at $11K in Q3 2021. 42 funds tracked by Wall St. Rank hold IPKW as of Q4 2023.

Spire Wealth Management reported no remaining Invesco International BuyBack Achievers ETF position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 250 Invesco International BuyBack Achievers ETF shares in Q4 2023, an estimated $8.77K.
Spire Wealth Management first reported a position in Invesco International BuyBack Achievers ETF in Q3 2021 and held it in 8 quarters.
Spire Wealth Management's Invesco International BuyBack Achievers ETF position peaked at $11K in Q3 2021.
42 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.