BDO Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

BDO Wealth 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 Q1	–	Sell	-300	Closed	-$16K	–	652
2018 Q4	$16K	Hold	300	–	–	0.01%	367
2018 Q3	$18K	Sell	300 -99	-25%	-$5.91K	0.01%	392
2018 Q2	$23K	Buy	399 +300	+303%	+$17.2K	0.01%	372
2018 Q1	$6K	Buy	+99	New	+$5.93K	﹤0.01%	430
2017 Q3	–	Sell	-98	Closed	-$5K	–	519
2017 Q2	$5K	Buy	+98	New	+$5.14K	﹤0.01%	430

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

CWAG

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

BDO Wealth Advisors's PKW Position: Q1 2019 in Review

BDO Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2019, closing a stake of 300 shares — an estimated $16K sold.

BDO Wealth Advisors first reported a position in PKW in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q2 2018. 174 funds tracked by Wall St. Rank hold PKW as of Q1 2019.

BDO Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2019 after selling out during the quarter.
BDO Wealth Advisors sold 300 Invesco BuyBack Achievers ETF shares in Q1 2019, an estimated $16K.
BDO Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q2 2017 and held it in 5 quarters.
BDO Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $23K in Q2 2018.
174 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2019.

Based on BDO Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.