SV
PKW icon

Sturgeon Ventures’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sturgeon Ventures’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
Q3 		$131K Hold
1,457
– – 0.17% 20
2023
Q2 		$129K Hold
1,457
– – 0.18% 19
2023
Q1 		$124K Hold
1,457
– – 0.19% 18
2022
Q4 		$125K Buy
+1,457
New +$123K 0.1% 40

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sturgeon Ventures's PKW Position: Q3 2023 in Review

Sturgeon Ventures held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2023 at 1,457 shares worth $131K. The position accounts for 0.17% of the portfolio, ranked #20.

Sturgeon Ventures first reported a position in PKW in Q4 2022 and has held it in 4 quarters since. 208 funds tracked by Wall St. Rank hold PKW as of Q3 2023.

  • Sturgeon Ventures held 1,457 shares of Invesco BuyBack Achievers ETF worth $131K as of Q3 2023.
  • Sturgeon Ventures left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2023.
  • Invesco BuyBack Achievers ETF made up 0.17% of Sturgeon Ventures's portfolio in Q3 2023, its #20 holding.
  • Sturgeon Ventures first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and has held it in 4 quarters since.
  • 208 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2023.

Based on Sturgeon Ventures's 13F filing for Q3 2023, filed 17 Oct 2023.