Concourse Financial Group Securities’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Concourse Financial Group Securities’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
2021 Q3	–	Sell	-54	Closed	-$2.42K	–	2443
2021 Q2	$2K	Buy	+54	New	+$2.44K	﹤0.01%	2189
2019 Q3	–	Sell	-150	Closed	-$4.62K	–	1946
2019 Q2	$5K	Hold	150	–	–	﹤0.01%	1731
2019 Q1	$4K	Hold	150	–	–	﹤0.01%	1818
2018 Q4	$4K	Buy	+150	New	+$4.66K	﹤0.01%	1737

Other funds holding IPKW

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Concourse Financial Group Securities's IPKW Position: Q3 2021 in Review

Concourse Financial Group Securities sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q3 2021, closing a stake of 54 shares — an estimated $2.42K sold.

Concourse Financial Group Securities first reported a position in IPKW in Q4 2018 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 48 funds tracked by Wall St. Rank hold IPKW as of Q3 2021.

Concourse Financial Group Securities reported no remaining Invesco International BuyBack Achievers ETF position as of Q3 2021 after selling out during the quarter.
Concourse Financial Group Securities sold 54 Invesco International BuyBack Achievers ETF shares in Q3 2021, an estimated $2.42K.
Concourse Financial Group Securities first reported a position in Invesco International BuyBack Achievers ETF in Q4 2018 and held it in 4 quarters.
Concourse Financial Group Securities's Invesco International BuyBack Achievers ETF position peaked at $5K in Q2 2019.
48 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2021.

Based on Concourse Financial Group Securities's 13F filing for Q3 2021, filed 9 Nov 2021.