Rezny Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Rezny Wealth Management’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 Q1	–	Sell	-3,434	Closed	-$202K	–	11
2017 Q4	$202K	Buy	+3,434	New	+$195K	0.15%	14
2016 Q3	–	Sell	-175,544	Closed	-$7.96M	–	17
2016 Q2	$7.96M	Hold	175,544	–	–	8.39%	6
2016 Q1	$7.96M	Sell	175,544 -1,616	-0.9%	-$69.5K	8.39%	6
2015 Q4	$8.05M	Sell	177,160 -35,923	-17%	-$1.67M	8.36%	5
2015 Q3	$9.33M	Buy	213,083 +1,258	+0.6%	+$59.1K	9.59%	6
2015 Q2	$10.3M	Buy	211,825 +12,825	+6%	+$635K	9.36%	5
2015 Q1	$9.81M	Buy	+199,000	New	+$9.67M	9.1%	6

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PNAA

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

MIH

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

Rezny Wealth Management's PKW Position: Q1 2018 in Review

Rezny Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2018, closing a stake of 3,434 shares — an estimated $202K sold.

Rezny Wealth Management first reported a position in PKW in Q1 2015 and held it in 7 quarters. The position peaked at $10.3M in Q2 2015. 148 funds tracked by Wall St. Rank hold PKW as of Q1 2018.

Rezny Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2018 after selling out during the quarter.
Rezny Wealth Management sold 3,434 Invesco BuyBack Achievers ETF shares in Q1 2018, an estimated $202K.
Rezny Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2015 and held it in 7 quarters.
Rezny Wealth Management's Invesco BuyBack Achievers ETF position peaked at $10.3M in Q2 2015.
148 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2018.

Based on Rezny Wealth Management's 13F filing for Q1 2018, filed 9 May 2018.