LFG
PKW icon

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

LifePlan Financial Group’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
-282
Closed -$17K – 561
2019
Q1 		$17K Hold
282
– – 0.01% 357
2018
Q4 		$15K Buy
+282
New +$16.1K 0.01% 356

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 $79.5B AUM 27.1% 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

LifePlan Financial Group's PKW Position: Q2 2019 in Review

LifePlan Financial Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2019, closing a stake of 282 shares — an estimated $17K sold.

LifePlan Financial Group first reported a position in PKW in Q4 2018 and held it in 2 quarters. The position peaked at $17K in Q1 2019. 164 funds tracked by Wall St. Rank hold PKW as of Q2 2019.

  • LifePlan Financial Group reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 282 Invesco BuyBack Achievers ETF shares in Q2 2019, an estimated $17K.
  • LifePlan Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and held it in 2 quarters.
  • LifePlan Financial Group's Invesco BuyBack Achievers ETF position peaked at $17K in Q1 2019.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.