Lowe Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Lowe Wealth 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
2016 Q2	–	Sell	-14,776	Closed	-$670K	–	257
2016 Q1	$670K	Sell	14,776 -44,203	-75%	-$1.9M	0.46%	26
2015 Q4	$2.68M	Buy	58,979 +667	+1%	+$31K	1.82%	15
2015 Q3	$2.55M	Sell	58,312 -500	-0.9%	-$23.5K	1.93%	12
2015 Q2	$2.86M	Buy	58,812 +2,039	+4%	+$101K	1.94%	14
2015 Q1	$2.8M	Buy	56,773 +946	+2%	+$46K	1.9%	14
2014 Q4	$2.68M	Buy	+55,827	New	+$2.57M	1.92%	13

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

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 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

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

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

RJFSA

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

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Lowe Wealth Advisors's PKW Position: Q2 2016 in Review

Lowe Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2016, closing a stake of 14,776 shares — an estimated $670K sold.

Lowe Wealth Advisors first reported a position in PKW in Q4 2014 and held it in 6 quarters. The position peaked at $2.86M in Q2 2015. 125 funds tracked by Wall St. Rank hold PKW as of Q2 2016.

Lowe Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2016 after selling out during the quarter.
Lowe Wealth Advisors sold 14,776 Invesco BuyBack Achievers ETF shares in Q2 2016, an estimated $670K.
Lowe Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and held it in 6 quarters.
Lowe Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $2.86M in Q2 2015.
125 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2016.

Based on Lowe Wealth Advisors's 13F filing for Q2 2016, filed 19 Jul 2016.