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

Golden State 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
2019
Q4 		– Sell
-1,427
Closed -$89K – 689
2019
Q3 		$89K Hold
1,427
– – 0.03% 330
2019
Q2 		$89K Hold
1,427
– – 0.03% 347
2019
Q1 		$85K Buy
+1,427
New +$82.4K 0.03% 345

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Golden State Wealth Management's PKW Position: Q4 2019 in Review

Golden State Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2019, closing a stake of 1,427 shares — an estimated $89K sold.

Golden State Wealth Management first reported a position in PKW in Q1 2019 and held it in 3 quarters. The position peaked at $89K in Q3 2019. 199 funds tracked by Wall St. Rank hold PKW as of Q4 2019.

  • Golden State Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,427 Invesco BuyBack Achievers ETF shares in Q4 2019, an estimated $89K.
  • Golden State Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Invesco BuyBack Achievers ETF position peaked at $89K in Q3 2019.
  • 199 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.