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

Jackson 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
2015 Q3	–	Sell	-39,102	Closed	-$1.89M	–	131
2015 Q2	$1.89M	Buy	39,102 +2,840	+8%	+$141K	0.64%	38
2015 Q1	$1.79M	Sell	36,262 -2,255	-6%	-$110K	0.58%	56
2014 Q4	$1.85M	Buy	+38,517	New	+$1.77M	0.6%	51

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

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

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Jackson Wealth Management's PKW Position: Q3 2015 in Review

Jackson Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2015, closing a stake of 39,102 shares — an estimated $1.89M sold.

Jackson Wealth Management first reported a position in PKW in Q4 2014 and held it in 3 quarters. The position peaked at $1.89M in Q2 2015. 155 funds tracked by Wall St. Rank hold PKW as of Q3 2015.

Jackson Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2015 after selling out during the quarter.
Jackson Wealth Management sold 39,102 Invesco BuyBack Achievers ETF shares in Q3 2015, an estimated $1.89M.
Jackson Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and held it in 3 quarters.
Jackson Wealth Management's Invesco BuyBack Achievers ETF position peaked at $1.89M in Q2 2015.
155 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2015.

Based on Jackson Wealth Management's 13F filing for Q3 2015, filed 30 Oct 2015.