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Arcadia Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Arcadia Investment Advisors’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
2019
Q4 		– Sell
-285
Closed -$17.8K – 72
2019
Q3 		$17.8K Hold
285
– – 0.01% 52
2019
Q2 		$17.8K Hold
285
– – 0.01% 48
2019
Q1 		$17K Hold
285
– – 0.01% 48
2018
Q4 		$14.9K Hold
285
– – 0.01% 50
2018
Q3 		$17.4K Hold
285
– – 0.01% 45
2018
Q2 		$16.2K Hold
285
– – 0.01% 52
2018
Q1 		$16.2K Hold
285
– – 0.01% 42
2017
Q4 		$16.8K Buy
+285
New +$16.2K 0.01% 45

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Arcadia Investment Advisors's PKW Position: Q4 2019 in Review

Arcadia Investment Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2019, closing a stake of 285 shares — an estimated $17.8K sold.

Arcadia Investment Advisors first reported a position in PKW in Q4 2017 and held it in 8 quarters. The position peaked at $17.8K in Q2 2019. 199 funds tracked by Wall St. Rank hold PKW as of Q4 2019.

  • Arcadia Investment Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2019 after selling out during the quarter.
  • Arcadia Investment Advisors sold 285 Invesco BuyBack Achievers ETF shares in Q4 2019, an estimated $17.8K.
  • Arcadia Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 8 quarters.
  • Arcadia Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $17.8K in Q2 2019.
  • 199 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2019.

Based on Arcadia Investment Advisors's 13F filing for Q4 2019, filed 19 Dec 2024.