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

Spire 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
2024
Q2 		– Sell
-70
Closed -$7.63K – 2353
2024
Q1 		$7.63K Hold
70
– – ﹤0.01% 1795
2023
Q4 		$6.91K Sell
70
-4,328
-98% -$396K ﹤0.01% 1863
2023
Q3 		$396K Buy
4,398
+4,330
+6,368% +$398K 0.02% 525
2023
Q2 		$6.09K Sell
68
-51
-43% -$4.35K ﹤0.01% 1954
2023
Q1 		$10.1K Sell
119
-5,991
-98% -$524K ﹤0.01% 1842
2022
Q4 		$523K Buy
6,110
+5,866
+2,404% +$495K 0.03% 356
2022
Q3 		$18K Sell
244
-70
-22% -$5.7K ﹤0.01% 1374
2022
Q2 		$24K Sell
314
-106,653
-100% -$9.04M ﹤0.01% 1595
2022
Q1 		$9.69M Sell
106,967
-34,505
-24% -$3.17M 0.26% 108
2021
Q4 		$13.7M Buy
141,472
+8,010
+6% +$760K 0.3% 97
2021
Q3 		$12M Sell
133,462
-642
-0.5% -$59.1K 0.32% 88
2021
Q2 		$12.2M Buy
134,104
+131,782
+5,675% +$11.7M 0.33% 80
2021
Q1 		$196K Buy
+2,322
New +$184K 0.01% 1076

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

Spire Wealth Management's PKW Position: Q2 2024 in Review

Spire Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2024, closing a stake of 70 shares — an estimated $7.63K sold.

Spire Wealth Management first reported a position in PKW in Q1 2021 and held it in 13 quarters. The position peaked at $13.7M in Q4 2021. 201 funds tracked by Wall St. Rank hold PKW as of Q2 2024.

  • Spire Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 70 Invesco BuyBack Achievers ETF shares in Q2 2024, an estimated $7.63K.
  • Spire Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Invesco BuyBack Achievers ETF position peaked at $13.7M in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.