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Legacy Financial Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-450
Closed -$27K – 690
2019
Q1 		$27K Hold
450
– – 0.01% 401
2018
Q4 		$23K Hold
450
– – 0.01% 380
2018
Q3 		$27K Hold
450
– – 0.01% 330
2018
Q2 		$26K Hold
450
– – 0.01% 342
2018
Q1 		$25K Sell
450
-245
-35% -$14.7K 0.01% 335
2017
Q4 		$41K Buy
+695
New +$39.5K 0.02% 272

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Legacy Financial Advisors's PKW Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2019, closing a stake of 450 shares — an estimated $27K sold.

Legacy Financial Advisors first reported a position in PKW in Q4 2017 and held it in 6 quarters. The position peaked at $41K in Q4 2017. 164 funds tracked by Wall St. Rank hold PKW as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 450 Invesco BuyBack Achievers ETF shares in Q2 2019, an estimated $27K.
  • Legacy Financial Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Invesco BuyBack Achievers ETF position peaked at $41K in Q4 2017.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.