Winch Advisory Services’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Winch Advisory 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 Q4	–	Sell	-42	Closed	-$3K	–	425
2022 Q3	$3K	Sell	42 -87	-67%	-$7.08K	﹤0.01%	304
2022 Q2	$10K	Sell	129 -5	-4%	-$424	﹤0.01%	233
2022 Q1	$12K	Hold	134	–	–	﹤0.01%	238
2021 Q4	$13K	Buy	134 +100	+294%	+$9.49K	﹤0.01%	247
2021 Q3	$3K	Hold	34	–	–	﹤0.01%	390
2021 Q2	$3K	Buy	+34	New	+$3.02K	﹤0.01%	396
2020 Q3	–	Sell	-48	Closed	-$3K	–	405
2020 Q2	$3K	Buy	+48	New	+$2.62K	﹤0.01%	303
2020 Q1	–	Sell	-766	Closed	-$53K	–	373
2019 Q4	$53K	Hold	766	–	–	0.03%	111
2019 Q3	$48K	Hold	766	–	–	0.03%	107
2019 Q2	$48K	Hold	766	–	–	0.03%	111
2019 Q1	$46K	Hold	766	–	–	0.03%	116
2018 Q4	$40K	Hold	766	–	–	0.02%	109
2018 Q3	$47K	Hold	766	–	–	0.02%	106
2018 Q2	$43K	Hold	766	–	–	0.02%	123
2018 Q1	$44K	Hold	766	–	–	0.03%	126
2017 Q4	$45K	Hold	766	–	–	0.03%	108
2017 Q3	$43K	Hold	766	–	–	0.03%	101
2017 Q2	$41K	Hold	766	–	–	0.03%	124
2017 Q1	$40K	Hold	766	–	–	0.03%	118
2016 Q4	$39K	Hold	766	–	–	0.03%	105
2016 Q3	$36K	Hold	766	–	–	0.03%	101
2016 Q2	$35K	Hold	766	–	–	0.04%	89
2016 Q1	$35K	Hold	766	–	–	0.06%	51
2015 Q4	$35K	Buy	766 +3	+0.4%	+$139	0.04%	63
2015 Q3	$33K	Buy	763 +2	+0.3%	+$94	0.05%	64
2015 Q2	$37K	Sell	761 -88	-10%	-$4.36K	0.02%	119
2015 Q1	$39K	Buy	+849	New	+$41.2K	0.02%	94
2014 Q4	–	Sell	-757	Closed	-$34K	–	147
2014 Q3	$34K	Buy	757 +2	+0.3%	+$90	0.02%	86
2014 Q2	$34K	Buy	755 +3	+0.4%	+$131	0.02%	105
2014 Q1	$33K	Buy	+752	New	+$32K	0.02%	118

Other funds holding PKW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OPS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $521M AUM 28.27% 1-Year Est. Return

Winch Advisory Services's PKW Position: Q4 2022 in Review

Winch Advisory Services sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2022, closing a stake of 42 shares — an estimated $3K sold.

Winch Advisory Services first reported a position in PKW in Q1 2014 and held it in 30 quarters. The position peaked at $53K in Q4 2019. 202 funds tracked by Wall St. Rank hold PKW as of Q4 2022.

Winch Advisory Services reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2022 after selling out during the quarter.
Winch Advisory Services sold 42 Invesco BuyBack Achievers ETF shares in Q4 2022, an estimated $3K.
Winch Advisory Services first reported a position in Invesco BuyBack Achievers ETF in Q1 2014 and held it in 30 quarters.
Winch Advisory Services's Invesco BuyBack Achievers ETF position peaked at $53K in Q4 2019.
202 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2022.

Based on Winch Advisory Services's 13F filing for Q4 2022, filed 26 Jan 2023.