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TAP Consulting’s Invesco BuyBack Achievers ETF PKW Stock Holding History

TAP Consulting’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
2022
Q1 		– Sell
-919
Closed -$89K – 429
2021
Q4 		$89K Buy
+919
New +$87.2K 0.02% 199
2020
Q3 		– Sell
-3,740
Closed -$215K – 125
2020
Q2 		$215K Sell
3,740
-8,308
-69% -$453K 0.11% 111
2020
Q1 		$584K Buy
12,048
+85
+0.7% +$5.28K 0.39% 68
2019
Q4 		$825K Buy
11,963
+206
+2% +$13.6K 0.46% 63
2019
Q3 		$736K Buy
+11,757
New +$733K 0.43% 65
2019
Q1 		$416K Buy
+6,979
New +$403K 0.31% 71

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TAP Consulting's PKW Position: Q1 2022 in Review

TAP Consulting sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2022, closing a stake of 919 shares — an estimated $89K sold.

TAP Consulting first reported a position in PKW in Q1 2019 and held it in 6 quarters. The position peaked at $825K in Q4 2019. 194 funds tracked by Wall St. Rank hold PKW as of Q1 2022.

  • TAP Consulting reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 919 Invesco BuyBack Achievers ETF shares in Q1 2022, an estimated $89K.
  • TAP Consulting first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and held it in 6 quarters.
  • TAP Consulting's Invesco BuyBack Achievers ETF position peaked at $825K in Q4 2019.
  • 194 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.