Dynasty Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Dynasty Wealth 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
2018 Q4	–	Sell	-22,784	Closed	-$1.39M	–	82
2018 Q3	$1.39M	Sell	22,784 -1,875	-8%	-$112K	1.79%	14
2018 Q2	$1.4M	Sell	24,659 -3,680	-13%	-$211K	2.9%	9
2018 Q1	$1.61M	Sell	28,339 -1,812	-6%	-$109K	0.68%	5
2017 Q4	$1.78M	Buy	+30,151	New	+$1.72M	3.07%	4

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AIC

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

Dynasty Wealth Management's PKW Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2018, closing a stake of 22,784 shares — an estimated $1.39M sold.

Dynasty Wealth Management first reported a position in PKW in Q4 2017 and held it in 4 quarters. The position peaked at $1.78M in Q4 2017. 164 funds tracked by Wall St. Rank hold PKW as of Q4 2018.

Dynasty Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 22,784 Invesco BuyBack Achievers ETF shares in Q4 2018, an estimated $1.39M.
Dynasty Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 4 quarters.
Dynasty Wealth Management's Invesco BuyBack Achievers ETF position peaked at $1.78M in Q4 2017.
164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.