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Genesis Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$48.9K Hold
1,006
– – 0.04% 176
2015
Q1 		$49.5K Hold
1,006
– – 0.04% 193
2014
Q4 		$50.3K Buy
+1,006
New +$46.3K 0.04% 212

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
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Genesis Wealth Advisors's PKW Position: Q2 2015 in Review

Genesis Wealth Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q2 2015 at 1,006 shares worth $48.9K. The position accounts for 0.04% of the portfolio, ranked #176.

Genesis Wealth Advisors first reported a position in PKW in Q4 2014 and has held it in 3 quarters since. The position peaked at $50.3K in Q4 2014. 164 funds tracked by Wall St. Rank hold PKW as of Q2 2015.

  • Genesis Wealth Advisors held 1,006 shares of Invesco BuyBack Achievers ETF worth $48.9K as of Q2 2015.
  • Genesis Wealth Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q2 2015.
  • Invesco BuyBack Achievers ETF made up 0.04% of Genesis Wealth Advisors's portfolio in Q2 2015, its #176 holding.
  • Genesis Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $50.3K in Q4 2014.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.