Johnson Investment Counsel
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Johnson Investment Counsel’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Johnson Investment Counsel’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
-3,000
Closed -$207K – 592
2019
Q4 		$207K Buy
+3,000
New +$198K ﹤0.01% 567

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 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 $2.08B AUM 15.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Johnson Investment Counsel's PKW Position: Q1 2020 in Review

Johnson Investment Counsel sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 3,000 shares — an estimated $207K sold.

Johnson Investment Counsel first reported a position in PKW in Q4 2019 and held it in 1 quarter. The position peaked at $207K in Q4 2019. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

  • Johnson Investment Counsel reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • Johnson Investment Counsel sold 3,000 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $207K.
  • Johnson Investment Counsel first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 1 quarter.
  • Johnson Investment Counsel's Invesco BuyBack Achievers ETF position peaked at $207K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on Johnson Investment Counsel's 13F filing for Q1 2020, filed 20 May 2020.