Courier Capital’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Courier Capital’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 Q1	–	Sell	-13,320	Closed	-$927K	–	285
2019 Q4	$927K	Hold	13,320	–	–	0.11%	120
2019 Q3	$811K	Hold	13,320	–	–	0.11%	124
2019 Q2	$834K	Hold	13,320	–	–	0.11%	124
2019 Q1	$794K	Hold	13,320	–	–	0.1%	128
2018 Q4	$695K	Hold	13,320	–	–	0.1%	130
2018 Q3	$812K	Hold	13,320	–	–	0.1%	137
2018 Q2	$756K	Hold	13,320	–	–	0.1%	145
2018 Q1	$758K	Buy	+13,320	New	+$798K	0.1%	137

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

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

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

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

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

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

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

Courier Capital's PKW Position: Q1 2020 in Review

Courier Capital sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 13,320 shares — an estimated $927K sold.

Courier Capital first reported a position in PKW in Q1 2018 and held it in 8 quarters. The position peaked at $927K in Q4 2019. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

Courier Capital reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
Courier Capital sold 13,320 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $927K.
Courier Capital first reported a position in Invesco BuyBack Achievers ETF in Q1 2018 and held it in 8 quarters.
Courier Capital's Invesco BuyBack Achievers ETF position peaked at $927K in Q4 2019.
159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on Courier Capital's 13F filing for Q1 2020, filed 22 Apr 2020.