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World Equity Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

World Equity Group’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
Q1 		– Sell
-3,349
Closed -$287K – 568
2022
Q4 		$287K Buy
+3,349
New +$282K 0.07% 261

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial Services Advisors
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

World Equity Group's PKW Position: Q1 2023 in Review

World Equity Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2023, closing a stake of 3,349 shares — an estimated $287K sold.

World Equity Group first reported a position in PKW in Q4 2022 and held it in 1 quarter. The position peaked at $287K in Q4 2022. 183 funds tracked by Wall St. Rank hold PKW as of Q1 2023.

  • World Equity Group reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2023 after selling out during the quarter.
  • World Equity Group sold 3,349 Invesco BuyBack Achievers ETF shares in Q1 2023, an estimated $287K.
  • World Equity Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2022 and held it in 1 quarter.
  • World Equity Group's Invesco BuyBack Achievers ETF position peaked at $287K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2023.

Based on World Equity Group's 13F filing for Q1 2023, filed 26 Aug 2024.