Institutional & Family Asset Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Institutional & Family Asset 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 Q3	–	Sell	-304	Closed	-$17K	–	880
2020 Q2	$17K	Sell	304 -216	-42%	-$11.8K	﹤0.01%	415
2020 Q1	$25K	Sell	520 -743	-59%	-$46.1K	0.01%	346
2019 Q4	$87K	Buy	1,263 +272	+27%	+$17.9K	0.02%	261
2019 Q3	$62K	Buy	+991	New	+$61.8K	0.01%	273

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Institutional & Family Asset Management's PKW Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2020, closing a stake of 304 shares — an estimated $17K sold.

Institutional & Family Asset Management first reported a position in PKW in Q3 2019 and held it in 4 quarters. The position peaked at $87K in Q4 2019. 138 funds tracked by Wall St. Rank hold PKW as of Q3 2020.

Institutional & Family Asset Management reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 304 Invesco BuyBack Achievers ETF shares in Q3 2020, an estimated $17K.
Institutional & Family Asset Management first reported a position in Invesco BuyBack Achievers ETF in Q3 2019 and held it in 4 quarters.
Institutional & Family Asset Management's Invesco BuyBack Achievers ETF position peaked at $87K in Q4 2019.
138 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.