Optimum Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Optimum Investment 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
2015 Q1	$182K	Buy	+3,700	New	+$180K	0.06%	300

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

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

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

MIH

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

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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

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

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Optimum Investment Advisors's PKW Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in Invesco BuyBack Achievers ETF (PKW) in Q1 2015: 3,700 shares worth $182K. The stake represents 0.06% of the portfolio and ranks #300 among its holdings.

152 funds tracked by Wall St. Rank hold PKW as of Q1 2015.

Optimum Investment Advisors held 3,700 shares of Invesco BuyBack Achievers ETF worth $182K as of Q1 2015.
Invesco BuyBack Achievers ETF was a new Optimum Investment Advisors position in Q1 2015.
Invesco BuyBack Achievers ETF made up 0.06% of Optimum Investment Advisors's portfolio in Q1 2015, its #300 holding.
152 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.