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FormulaFolio Investments’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

FormulaFolio Investments’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-39,304
Closed -$1.51M – 625
2020
Q4 		$1.51M Buy
+39,304
New +$1.38M 0.03% 279

Other funds holding IPKW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FormulaFolio Investments's IPKW Position: Q1 2021 in Review

FormulaFolio Investments sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q1 2021, closing a stake of 39,304 shares — an estimated $1.51M sold.

FormulaFolio Investments first reported a position in IPKW in Q4 2020 and held it in 1 quarter. The position peaked at $1.51M in Q4 2020. 49 funds tracked by Wall St. Rank hold IPKW as of Q1 2021.

  • FormulaFolio Investments reported no remaining Invesco International BuyBack Achievers ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 39,304 Invesco International BuyBack Achievers ETF shares in Q1 2021, an estimated $1.51M.
  • FormulaFolio Investments first reported a position in Invesco International BuyBack Achievers ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Invesco International BuyBack Achievers ETF position peaked at $1.51M in Q4 2020.
  • 49 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.