Coyle Financial Counsel’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Coyle Financial Counsel’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 Q3	–	Sell	-202	Closed	-$11K	–	232
2018 Q2	$11K	Buy	+202	New	+$11.6K	0.01%	104

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Coyle Financial Counsel's PKW Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2018, closing a stake of 202 shares — an estimated $11K sold.

Coyle Financial Counsel first reported a position in PKW in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 151 funds tracked by Wall St. Rank hold PKW as of Q3 2018.

Coyle Financial Counsel reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 202 Invesco BuyBack Achievers ETF shares in Q3 2018, an estimated $11K.
Coyle Financial Counsel first reported a position in Invesco BuyBack Achievers ETF in Q2 2018 and held it in 1 quarter.
Coyle Financial Counsel's Invesco BuyBack Achievers ETF position peaked at $11K in Q2 2018.
151 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.