Financial Architects (New Jersey)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Financial Architects (New Jersey)’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	-50	Closed	-$3K	–	909
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	817
2019 Q3	$3K	Buy	+50	New	+$3.12K	﹤0.01%	889
2015 Q3	–	Sell	-100	Closed	-$5K	–	720
2015 Q2	$5K	Buy	+100	New	+$4.95K	﹤0.01%	964

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

CAG

Curtis Advisory Group Santa Barbara, California $464M AUM 19.09% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Financial Architects (New Jersey)'s PKW Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in PKW in Q2 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2015. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

Financial Architects (New Jersey) reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 50 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $3K.
Financial Architects (New Jersey) first reported a position in Invesco BuyBack Achievers ETF in Q2 2015 and held it in 3 quarters.
Financial Architects (New Jersey)'s Invesco BuyBack Achievers ETF position peaked at $5K in Q2 2015.
159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.