LifePlan Financial Group’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

LifePlan Financial Group’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$448K	Sell	14,242 -556	-4%	-$17.4K	0.19%	82
2020 Q2	$427K	Hold	14,798	–	–	0.19%	83
2020 Q1	$347K	Sell	14,798 -935	-6%	-$28.1K	0.19%	90
2019 Q4	$531K	Sell	15,733 -97	-0.6%	-$3.16K	0.24%	73
2019 Q3	$491K	Sell	15,830 -203	-1%	-$6.25K	0.23%	72
2019 Q2	$511K	Buy	16,033 +3,584	+29%	+$114K	0.25%	68
2019 Q1	$395K	Buy	12,449 +1,929	+18%	+$59.9K	0.21%	79
2018 Q4	$303K	Buy	10,520 +855	+9%	+$26.6K	0.19%	89
2018 Q3	$332K	Buy	9,665 +3,144	+48%	+$111K	0.18%	92
2018 Q2	$235K	Buy	6,521 +6,395	+5,075%	+$242K	0.13%	109
2018 Q1	$5K	Buy	+126	New	+$4.82K	﹤0.01%	414

Other funds holding IPKW

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LifePlan Financial Group's IPKW Position: Q3 2020 in Review

LifePlan Financial Group reduced its Invesco International BuyBack Achievers ETF (IPKW) stake by 3.8% in Q3 2020, selling an estimated $17.4K and leaving 14,242 shares worth $448K. The position accounts for 0.19% of the portfolio, ranked #82.

LifePlan Financial Group first reported a position in IPKW in Q1 2018 and has held it in 11 quarters since. The position peaked at $531K in Q4 2019. 42 funds tracked by Wall St. Rank hold IPKW as of Q3 2020.

LifePlan Financial Group held 14,242 shares of Invesco International BuyBack Achievers ETF worth $448K as of Q3 2020.
LifePlan Financial Group sold 556 Invesco International BuyBack Achievers ETF shares in Q3 2020, an estimated $17.4K.
Invesco International BuyBack Achievers ETF made up 0.19% of LifePlan Financial Group's portfolio in Q3 2020, its #82 holding.
LifePlan Financial Group first reported a position in Invesco International BuyBack Achievers ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's Invesco International BuyBack Achievers ETF position peaked at $531K in Q4 2019.
42 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.