Cresset Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Cresset Asset Management’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
2019 Q2	–	Sell	-175	Closed	-$10K	–	1350
2019 Q1	$10K	Hold	175	–	–	﹤0.01%	1178
2018 Q4	$9K	Buy	+175	New	+$10K	﹤0.01%	883

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Cresset Asset Management's PKW Position: Q2 2019 in Review

Cresset Asset Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2019, closing a stake of 175 shares — an estimated $10K sold.

Cresset Asset Management first reported a position in PKW in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 164 funds tracked by Wall St. Rank hold PKW as of Q2 2019.

Cresset Asset Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2019 after selling out during the quarter.
Cresset Asset Management sold 175 Invesco BuyBack Achievers ETF shares in Q2 2019, an estimated $10K.
Cresset Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and held it in 2 quarters.
Cresset Asset Management's Invesco BuyBack Achievers ETF position peaked at $10K in Q1 2019.
164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.