United Capital Financial Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

United Capital Financial Advisors’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	-2,808	Closed	-$218K	–	1139
2022 Q2	$218K	Hold	2,808	–	–	﹤0.01%	1031
2022 Q1	$254K	Sell	2,808 -167	-6%	-$15.3K	﹤0.01%	1045
2021 Q4	$287K	Buy	2,975 +167	+6%	+$15.8K	﹤0.01%	1041
2021 Q3	$253K	Hold	2,808	–	–	﹤0.01%	1069
2021 Q2	$253K	Buy	+2,808	New	+$249K	﹤0.01%	1071

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 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

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

United Capital Financial Advisors's PKW Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2022, closing a stake of 2,808 shares — an estimated $218K sold.

United Capital Financial Advisors first reported a position in PKW in Q2 2021 and held it in 5 quarters. The position peaked at $287K in Q4 2021. 179 funds tracked by Wall St. Rank hold PKW as of Q3 2022.

United Capital Financial Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 2,808 Invesco BuyBack Achievers ETF shares in Q3 2022, an estimated $218K.
United Capital Financial Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2021 and held it in 5 quarters.
United Capital Financial Advisors's Invesco BuyBack Achievers ETF position peaked at $287K in Q4 2021.
179 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.