Laurel Wealth Advisors (North Carolina)’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-240	Closed	-$12K	–	530
2020 Q1	$12K	Hold	240	–	–	﹤0.01%	345
2019 Q4	$17K	Hold	240	–	–	0.01%	338
2019 Q3	$15K	Hold	240	–	–	0.01%	341
2019 Q2	$15K	Buy	+240	New	+$14.8K	0.01%	339

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

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

RJA

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

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PKW Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2020, closing a stake of 240 shares — an estimated $12K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PKW in Q2 2019 and held it in 4 quarters. The position peaked at $17K in Q4 2019. 144 funds tracked by Wall St. Rank hold PKW as of Q2 2020.

Laurel Wealth Advisors (North Carolina) reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2020 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 240 Invesco BuyBack Achievers ETF shares in Q2 2020, an estimated $12K.
Laurel Wealth Advisors (North Carolina) first reported a position in Invesco BuyBack Achievers ETF in Q2 2019 and held it in 4 quarters.
Laurel Wealth Advisors (North Carolina)'s Invesco BuyBack Achievers ETF position peaked at $17K in Q4 2019.
144 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.