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MYCIO Wealth Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

MYCIO Wealth Partners’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
Q4 		– Sell
-100
Closed -$6K – 495
2019
Q3 		$6K Hold
100
– – ﹤0.01% 438
2019
Q2 		$6K Buy
+100
New +$6.16K ﹤0.01% 392
2016
Q4 		– Sell
-100
Closed -$5K – 534
2016
Q3 		$5K Buy
+100
New +$4.71K ﹤0.01% 667
2015
Q4 		– Sell
-1,715
Closed -$75K – 801
2015
Q3 		$75K Buy
+1,715
New +$80.5K 0.02% 244

Other funds holding PKW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MYCIO Wealth Partners's PKW Position: Q4 2019 in Review

MYCIO Wealth Partners sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2019, closing a stake of 100 shares — an estimated $6K sold.

MYCIO Wealth Partners first reported a position in PKW in Q3 2015 and held it in 4 quarters. The position peaked at $75K in Q3 2015. 199 funds tracked by Wall St. Rank hold PKW as of Q4 2019.

  • MYCIO Wealth Partners reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2019 after selling out during the quarter.
  • MYCIO Wealth Partners sold 100 Invesco BuyBack Achievers ETF shares in Q4 2019, an estimated $6K.
  • MYCIO Wealth Partners first reported a position in Invesco BuyBack Achievers ETF in Q3 2015 and held it in 4 quarters.
  • MYCIO Wealth Partners's Invesco BuyBack Achievers ETF position peaked at $75K in Q3 2015.
  • 199 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2019.

Based on MYCIO Wealth Partners's 13F filing for Q4 2019, filed 13 Feb 2020.