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Portfolio Strategies’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Portfolio Strategies’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
2018
Q3 		– Sell
-220
Closed -$12K – 256
2018
Q2 		$12K Hold
220
– – 0.01% 144
2018
Q1 		$13K Hold
220
– – 0.01% 145
2017
Q4 		$13K Buy
+220
New +$12.5K 0.01% 149

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Portfolio Strategies's PKW Position: Q3 2018 in Review

Portfolio Strategies sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2018, closing a stake of 220 shares — an estimated $12K sold.

Portfolio Strategies first reported a position in PKW in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q1 2018. 151 funds tracked by Wall St. Rank hold PKW as of Q3 2018.

  • Portfolio Strategies reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2018 after selling out during the quarter.
  • Portfolio Strategies sold 220 Invesco BuyBack Achievers ETF shares in Q3 2018, an estimated $12K.
  • Portfolio Strategies first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 3 quarters.
  • Portfolio Strategies's Invesco BuyBack Achievers ETF position peaked at $13K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2018.

Based on Portfolio Strategies's 13F filing for Q3 2018, filed 19 Oct 2018.