IFWM
PKW icon

Institute for Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Institute for 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
2020
Q1 		– Sell
-300
Closed -$21K – 599
2019
Q4 		$21K Buy
+300
New +$19.8K ﹤0.01% 562

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAG
Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institute for Wealth Management's PKW Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 300 shares — an estimated $21K sold.

Institute for Wealth Management first reported a position in PKW in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 300 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $21K.
  • Institute for Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco BuyBack Achievers ETF position peaked at $21K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.