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

Sugarloaf 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
2021
Q3 		– Sell
-253
Closed -$23K – 792
2021
Q2 		$23K Buy
+253
New +$22.5K 0.01% 396

Other funds holding PKW

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's PKW Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2021, closing a stake of 253 shares — an estimated $23K sold.

Sugarloaf Wealth Management first reported a position in PKW in Q2 2021 and held it in 1 quarter. The position peaked at $23K in Q2 2021. 197 funds tracked by Wall St. Rank hold PKW as of Q3 2021.

  • Sugarloaf Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 253 Invesco BuyBack Achievers ETF shares in Q3 2021, an estimated $23K.
  • Sugarloaf Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q2 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Invesco BuyBack Achievers ETF position peaked at $23K in Q2 2021.
  • 197 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.