Certified Advisory Corp’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Certified Advisory Corp’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
2018 Q4	–	Sell	-413	Closed	-$25K	–	776
2018 Q3	$25K	Buy	+413	New	+$24.7K	0.01%	406

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $522M AUM 26.29% 1-Year Est. Return

Certified Advisory Corp's PKW Position: Q4 2018 in Review

Certified Advisory Corp sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2018, closing a stake of 413 shares — an estimated $25K sold.

Certified Advisory Corp first reported a position in PKW in Q3 2018 and held it in 1 quarter. The position peaked at $25K in Q3 2018. 164 funds tracked by Wall St. Rank hold PKW as of Q4 2018.

Certified Advisory Corp reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 413 Invesco BuyBack Achievers ETF shares in Q4 2018, an estimated $25K.
Certified Advisory Corp first reported a position in Invesco BuyBack Achievers ETF in Q3 2018 and held it in 1 quarter.
Certified Advisory Corp's Invesco BuyBack Achievers ETF position peaked at $25K in Q3 2018.
164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.