Arax Advisory Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Arax Advisory Partners’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
2020 Q2	–	Sell	-162	Closed	-$8K	–	701
2020 Q1	$8K	Sell	162 -140	-46%	-$8.69K	﹤0.01%	538
2019 Q4	$21K	Buy	302 +142	+89%	+$9.35K	0.01%	414
2019 Q3	$10K	Buy	160 +1	+0.6%	+$62	﹤0.01%	461
2019 Q2	$10K	Buy	+159	New	+$9.8K	﹤0.01%	468
2018 Q4	$8K	Hold	158	–	–	﹤0.01%	455
2018 Q3	$10K	Buy	+158	New	+$9.44K	﹤0.01%	468

Other funds holding PKW

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Arax Advisory Partners's PKW Position: Q2 2020 in Review

Arax Advisory Partners sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2020, closing a stake of 162 shares — an estimated $8K sold.

Arax Advisory Partners first reported a position in PKW in Q3 2018 and held it in 6 quarters. The position peaked at $21K in Q4 2019. 144 funds tracked by Wall St. Rank hold PKW as of Q2 2020.

Arax Advisory Partners reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2020 after selling out during the quarter.
Arax Advisory Partners sold 162 Invesco BuyBack Achievers ETF shares in Q2 2020, an estimated $8K.
Arax Advisory Partners first reported a position in Invesco BuyBack Achievers ETF in Q3 2018 and held it in 6 quarters.
Arax Advisory Partners's Invesco BuyBack Achievers ETF position peaked at $21K in Q4 2019.
144 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2020.

Based on Arax Advisory Partners's 13F filing for Q2 2020, filed 6 Aug 2020.