Atlas Capital Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Atlas Capital 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 Q3	–	Sell	-70	Closed	-$4.01K	–	509
2020 Q2	$4.01K	Hold	70	–	–	﹤0.01%	645
2020 Q1	$3.39K	Buy	70 +1	+1%	+$62	﹤0.01%	637
2019 Q4	$4.82K	Hold	69	–	–	﹤0.01%	610
2019 Q3	$4.37K	Sell	69 -18	-21%	-$1.12K	﹤0.01%	613
2019 Q2	$5.48K	Buy	+87	New	+$5.36K	﹤0.01%	621

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

RJA

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

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

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

Atlas Capital Advisors's PKW Position: Q3 2020 in Review

Atlas Capital Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2020, closing a stake of 70 shares — an estimated $4.01K sold.

Atlas Capital Advisors first reported a position in PKW in Q2 2019 and held it in 5 quarters. The position peaked at $5.48K in Q2 2019. 138 funds tracked by Wall St. Rank hold PKW as of Q3 2020.

Atlas Capital Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2020 after selling out during the quarter.
Atlas Capital Advisors sold 70 Invesco BuyBack Achievers ETF shares in Q3 2020, an estimated $4.01K.
Atlas Capital Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2019 and held it in 5 quarters.
Atlas Capital Advisors's Invesco BuyBack Achievers ETF position peaked at $5.48K in Q2 2019.
138 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2020.

Based on Atlas Capital Advisors's 13F filing for Q3 2020, filed 23 Oct 2020.