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Planning Solutions Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Planning Solutions 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 		$1.29M Sell
20,688
-412
-2% -$25.4K 0.67% 30
2019
Q1 		$1.26M Buy
21,100
+58
+0.3% +$3.35K 0.67% 28
2018
Q4 		$1.1M Buy
+21,042
New +$1.2M 0.67% 29

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 $71.6B AUM 21.08% 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

Planning Solutions Group's PKW Position: Q2 2019 in Review

Planning Solutions Group reduced its Invesco BuyBack Achievers ETF (PKW) stake by 2% in Q2 2019, selling an estimated $25.4K and leaving 20,688 shares worth $1.29M. The position accounts for 0.67% of the portfolio, ranked #30.

Planning Solutions Group first reported a position in PKW in Q4 2018 and has held it in 3 quarters since. 164 funds tracked by Wall St. Rank hold PKW as of Q2 2019.

  • Planning Solutions Group held 20,688 shares of Invesco BuyBack Achievers ETF worth $1.29M as of Q2 2019.
  • Planning Solutions Group sold 412 Invesco BuyBack Achievers ETF shares in Q2 2019, an estimated $25.4K.
  • Invesco BuyBack Achievers ETF made up 0.67% of Planning Solutions Group's portfolio in Q2 2019, its #30 holding.
  • Planning Solutions Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and has held it in 3 quarters since.
  • 164 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.