Wealth Management Solutions’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Wealth Management Solutions’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
2023 Q3	$338K	Buy	3,752 +3	+0.1%	+$276	0.23%	58
2023 Q2	$335K	Sell	3,749 -163	-4%	-$13.9K	0.22%	58
2023 Q1	$333K	Sell	3,912 -52	-1%	-$4.55K	0.19%	62
2022 Q4	$339K	Sell	3,964 -236	-6%	-$19.9K	0.18%	65
2022 Q3	$312K	Sell	4,200 -45	-1%	-$3.66K	0.18%	56
2022 Q2	$329K	Buy	4,245 +5	+0.1%	+$424	0.19%	59
2022 Q1	$384K	Buy	4,240 +4	+0.1%	+$367	0.2%	70
2021 Q4	$409K	Buy	+4,236	New	+$402K	0.21%	73

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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

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

Wealth Management Solutions's PKW Position: Q3 2023 in Review

Wealth Management Solutions increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.08% in Q3 2023, buying an estimated $276 and bringing the position to 3,752 shares worth $338K. The position accounts for 0.23% of the portfolio, ranked #58.

Wealth Management Solutions first reported a position in PKW in Q4 2021 and has held it in 8 quarters since. The position peaked at $409K in Q4 2021. 208 funds tracked by Wall St. Rank hold PKW as of Q3 2023.

Wealth Management Solutions held 3,752 shares of Invesco BuyBack Achievers ETF worth $338K as of Q3 2023.
Wealth Management Solutions bought 3 Invesco BuyBack Achievers ETF shares in Q3 2023, an estimated $276.
Invesco BuyBack Achievers ETF made up 0.23% of Wealth Management Solutions's portfolio in Q3 2023, its #58 holding.
Wealth Management Solutions first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Invesco BuyBack Achievers ETF position peaked at $409K in Q4 2021.
208 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.