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

Valeo 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
2021
Q1 		– Sell
-60
Closed -$4K – 2147
2020
Q4 		$4K Buy
+60
New +$3.99K ﹤0.01% 1427

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Valeo Financial Advisors's PKW Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2021, closing a stake of 60 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in PKW in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 173 funds tracked by Wall St. Rank hold PKW as of Q1 2021.

  • Valeo Financial Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 60 Invesco BuyBack Achievers ETF shares in Q1 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco BuyBack Achievers ETF position peaked at $4K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.