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DFPG Investments’s Invesco BuyBack Achievers ETF PKW Stock Holding History

DFPG Investments’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
-4,399
Closed -$269K – 176
2019
Q1 		$269K Buy
+4,399
New +$254K 0.29% 100

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
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

DFPG Investments's PKW Position: Q2 2019 in Review

DFPG Investments sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2019, closing a stake of 4,399 shares — an estimated $269K sold.

DFPG Investments first reported a position in PKW in Q1 2019 and held it in 1 quarter. The position peaked at $269K in Q1 2019. 164 funds tracked by Wall St. Rank hold PKW as of Q2 2019.

  • DFPG Investments reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • DFPG Investments sold 4,399 Invesco BuyBack Achievers ETF shares in Q2 2019, an estimated $269K.
  • DFPG Investments first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and held it in 1 quarter.
  • DFPG Investments's Invesco BuyBack Achievers ETF position peaked at $269K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2019.

Based on DFPG Investments's 13F filing for Q2 2019, filed 30 Jul 2019.