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Zimmermann Investment Management & Planning’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Zimmermann Investment Management & Planning’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
Q3 		– Sell
-11,307
Closed -$877K – 102
2022
Q2 		$877K Sell
11,307
-3,597
-24% -$305K 0.6% 39
2022
Q1 		$1.35M Sell
14,904
-20,782
-58% -$1.91M 0.8% 35
2021
Q4 		$3.44M Buy
+35,686
New +$3.39M 1.93% 20

Other funds holding PKW

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
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Zimmermann Investment Management & Planning's PKW Position: Q3 2022 in Review

Zimmermann Investment Management & Planning sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2022, closing a stake of 11,307 shares — an estimated $877K sold.

Zimmermann Investment Management & Planning first reported a position in PKW in Q4 2021 and held it in 3 quarters. The position peaked at $3.44M in Q4 2021. 179 funds tracked by Wall St. Rank hold PKW as of Q3 2022.

  • Zimmermann Investment Management & Planning reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 11,307 Invesco BuyBack Achievers ETF shares in Q3 2022, an estimated $877K.
  • Zimmermann Investment Management & Planning first reported a position in Invesco BuyBack Achievers ETF in Q4 2021 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Invesco BuyBack Achievers ETF position peaked at $3.44M in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2022, filed 1 Nov 2022.