Argent Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Argent 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
2020 Q1	–	Sell	-3,000	Closed	-$209K	–	399
2019 Q4	$209K	Buy	+3,000	New	+$198K	0.16%	106

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

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

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

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Argent Advisors's PKW Position: Q1 2020 in Review

Argent Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 3,000 shares — an estimated $209K sold.

Argent Advisors first reported a position in PKW in Q4 2019 and held it in 1 quarter. The position peaked at $209K in Q4 2019. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

Argent Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
Argent Advisors sold 3,000 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $209K.
Argent Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 1 quarter.
Argent Advisors's Invesco BuyBack Achievers ETF position peaked at $209K in Q4 2019.
159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on Argent Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.