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

Guidant 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
2019 Q3	$104K	Hold	1,654	–	–	0.04%	139
2019 Q2	$104K	Hold	1,654	–	–	0.04%	142
2019 Q1	$99K	Sell	1,654 -37	-2%	-$2.14K	0.04%	145
2018 Q4	$88K	Hold	1,691	–	–	0.04%	106
2018 Q3	$102K	Hold	1,691	–	–	0.04%	60
2018 Q2	$96K	Hold	1,691	–	–	0.04%	58
2018 Q1	$93K	Hold	1,691	–	–	0.04%	58
2017 Q4	$102K	Hold	1,691	–	–	0.05%	57
2017 Q3	$94K	Hold	1,691	–	–	0.07%	56
2017 Q2	$90K	Hold	1,691	–	–	0.05%	86
2017 Q1	$86K	Buy	1,691 +691	+69%	+$35.7K	0.05%	89
2016 Q4	$51K	Hold	1,000	–	–	0.03%	99
2016 Q3	$47K	Buy	+1,000	New	+$47.1K	0.03%	96

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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

AIC

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

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return

Guidant Wealth Advisors's PKW Position: Q3 2019 in Review

Guidant Wealth Advisors held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2019 at 1,654 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #139.

Guidant Wealth Advisors first reported a position in PKW in Q3 2016 and has held it in 13 quarters since. 159 funds tracked by Wall St. Rank hold PKW as of Q3 2019.

Guidant Wealth Advisors held 1,654 shares of Invesco BuyBack Achievers ETF worth $104K as of Q3 2019.
Guidant Wealth Advisors left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2019.
Invesco BuyBack Achievers ETF made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #139 holding.
Guidant Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2016 and has held it in 13 quarters since.
159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.