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TrustCore Financial Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

TrustCore Financial Services’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
Q3 		– Sell
-269
Closed -$21K – 1143
2022
Q2 		$21K Buy
+269
New +$22.8K ﹤0.01% 632

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TrustCore Financial Services's PKW Position: Q3 2022 in Review

TrustCore Financial Services sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2022, closing a stake of 269 shares — an estimated $21K sold.

TrustCore Financial Services first reported a position in PKW in Q2 2022 and held it in 1 quarter. The position peaked at $21K in Q2 2022. 179 funds tracked by Wall St. Rank hold PKW as of Q3 2022.

  • TrustCore Financial Services reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • TrustCore Financial Services sold 269 Invesco BuyBack Achievers ETF shares in Q3 2022, an estimated $21K.
  • TrustCore Financial Services first reported a position in Invesco BuyBack Achievers ETF in Q2 2022 and held it in 1 quarter.
  • TrustCore Financial Services's Invesco BuyBack Achievers ETF position peaked at $21K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2022.

Based on TrustCore Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.