V Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

V Wealth 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 Q4	–	Sell	-4,692	Closed	-$348K	–	397
2022 Q3	$348K	Sell	4,692 -9,457	-67%	-$770K	0.07%	260
2022 Q2	$1.1M	Sell	14,149 -4,335	-23%	-$367K	0.21%	122
2022 Q1	$1.67M	Buy	18,484 +2,159	+13%	+$198K	0.27%	86
2021 Q4	$1.57M	Buy	16,325 +307	+2%	+$29.1K	0.23%	98
2021 Q3	$1.44M	Buy	+16,018	New	+$1.47M	0.22%	108

Other funds holding PKW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

V Wealth Advisors's PKW Position: Q4 2022 in Review

V Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2022, closing a stake of 4,692 shares — an estimated $348K sold.

V Wealth Advisors first reported a position in PKW in Q3 2021 and held it in 5 quarters. The position peaked at $1.67M in Q1 2022. 202 funds tracked by Wall St. Rank hold PKW as of Q4 2022.

V Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2022 after selling out during the quarter.
V Wealth Advisors sold 4,692 Invesco BuyBack Achievers ETF shares in Q4 2022, an estimated $348K.
V Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2021 and held it in 5 quarters.
V Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $1.67M in Q1 2022.
202 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.