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Centaurus Financial’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Centaurus Financial’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-140
Closed -$5K – 1274
2018
Q2 		$5K Buy
+140
New +$5.29K ﹤0.01% 1789

Other funds holding IPKW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Centaurus Financial's IPKW Position: Q3 2018 in Review

Centaurus Financial sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q3 2018, closing a stake of 140 shares — an estimated $5K sold.

Centaurus Financial first reported a position in IPKW in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 62 funds tracked by Wall St. Rank hold IPKW as of Q3 2018.

  • Centaurus Financial reported no remaining Invesco International BuyBack Achievers ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 140 Invesco International BuyBack Achievers ETF shares in Q3 2018, an estimated $5K.
  • Centaurus Financial first reported a position in Invesco International BuyBack Achievers ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Invesco International BuyBack Achievers ETF position peaked at $5K in Q2 2018.
  • 62 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.