Wolff Wiese Magana’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Wolff Wiese Magana’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	-358	Closed	-$27K	–	929
2022 Q3	$27K	Hold	358	–	–	0.02%	335
2022 Q2	$28K	Hold	358	–	–	0.02%	343
2022 Q1	$32K	Hold	358	–	–	0.02%	335
2021 Q4	$35K	Hold	358	–	–	0.02%	327
2021 Q3	$32K	Hold	358	–	–	0.02%	341
2021 Q2	$32K	Hold	358	–	–	0.02%	338
2021 Q1	$30K	Hold	358	–	–	0.02%	340
2020 Q4	$26K	Buy	+358	New	+$23.8K	0.02%	342

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

Wolff Wiese Magana's PKW Position: Q4 2022 in Review

Wolff Wiese Magana sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2022, closing a stake of 358 shares — an estimated $27K sold.

Wolff Wiese Magana first reported a position in PKW in Q4 2020 and held it in 8 quarters. The position peaked at $35K in Q4 2021. 202 funds tracked by Wall St. Rank hold PKW as of Q4 2022.

Wolff Wiese Magana reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2022 after selling out during the quarter.
Wolff Wiese Magana sold 358 Invesco BuyBack Achievers ETF shares in Q4 2022, an estimated $27K.
Wolff Wiese Magana first reported a position in Invesco BuyBack Achievers ETF in Q4 2020 and held it in 8 quarters.
Wolff Wiese Magana's Invesco BuyBack Achievers ETF position peaked at $35K in Q4 2021.
202 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2022.

Based on Wolff Wiese Magana's 13F filing for Q4 2022, filed 9 Feb 2023.