Lehman Financial Resources’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Lehman Financial Resources’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
2018 Q3	$387K	Hold	6,350	–	–	0.18%	60
2018 Q2	$360K	Buy	6,350 +150	+2%	+$8.62K	0.18%	58
2018 Q1	$352K	Sell	6,200 -1,500	-19%	-$89.8K	0.18%	55
2017 Q4	$454K	Hold	7,700	–	–	0.24%	49
2017 Q3	$428K	Hold	7,700	–	–	0.22%	47
2017 Q2	$412K	Hold	7,700	–	–	0.23%	46
2017 Q1	$400K	Hold	7,700	–	–	0.22%	46
2016 Q4	$388K	Hold	7,700	–	–	0.22%	44
2016 Q3	$365K	Hold	7,700	–	–	0.21%	45
2016 Q2	$348K	Sell	7,700 -270	-3%	-$12.3K	0.17%	45
2016 Q1	$361K	Hold	7,970	–	–	0.19%	45
2015 Q4	$362K	Hold	7,970	–	–	0.2%	43
2015 Q3	$348K	Buy	7,970 +270	+4%	+$12.7K	0.18%	45
2015 Q2	$374K	Buy	7,700 +1,200	+18%	+$59.4K	0.18%	46
2015 Q1	$321K	Hold	6,500	–	–	0.15%	51
2014 Q4	$312K	Buy	6,500 +6,000	+1,200%	+$276K	0.15%	53
2014 Q3	$22K	Hold	500	–	–	0.01%	227
2014 Q2	$22K	Buy	+500	New	+$21.9K	0.01%	222

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

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

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lehman Financial Resources's PKW Position: Q3 2018 in Review

Lehman Financial Resources held its Invesco BuyBack Achievers ETF (PKW) position steady in Q3 2018 at 6,350 shares worth $387K. The position accounts for 0.18% of the portfolio, ranked #60.

Lehman Financial Resources first reported a position in PKW in Q2 2014 and has held it in 18 quarters since. The position peaked at $454K in Q4 2017. 151 funds tracked by Wall St. Rank hold PKW as of Q3 2018.

Lehman Financial Resources held 6,350 shares of Invesco BuyBack Achievers ETF worth $387K as of Q3 2018.
Lehman Financial Resources left its Invesco BuyBack Achievers ETF share count unchanged in Q3 2018.
Invesco BuyBack Achievers ETF made up 0.18% of Lehman Financial Resources's portfolio in Q3 2018, its #60 holding.
Lehman Financial Resources first reported a position in Invesco BuyBack Achievers ETF in Q2 2014 and has held it in 18 quarters since.
Lehman Financial Resources's Invesco BuyBack Achievers ETF position peaked at $454K in Q4 2017.
151 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.