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Dowling & Yahnke’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Dowling & Yahnke’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
-750
Closed -$52K – 362
2019
Q4 		$52K Buy
+750
New +$49.4K ﹤0.01% 318

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dowling & Yahnke's PKW Position: Q1 2020 in Review

Dowling & Yahnke sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 750 shares — an estimated $52K sold.

Dowling & Yahnke first reported a position in PKW in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

  • Dowling & Yahnke reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 750 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $52K.
  • Dowling & Yahnke first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Invesco BuyBack Achievers ETF position peaked at $52K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.