Royal Fund Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Royal Fund 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
2020 Q2	–	Sell	-56	Closed	-$2K	–	458
2020 Q1	$2K	Buy	+56	New	+$3.48K	﹤0.01%	500

Other funds holding PKW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Royal Fund Management's PKW Position: Q2 2020 in Review

Royal Fund Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2020, closing a stake of 56 shares — an estimated $2K sold.

Royal Fund Management first reported a position in PKW in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 144 funds tracked by Wall St. Rank hold PKW as of Q2 2020.

Royal Fund Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 56 Invesco BuyBack Achievers ETF shares in Q2 2020, an estimated $2K.
Royal Fund Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2020 and held it in 1 quarter.
Royal Fund Management's Invesco BuyBack Achievers ETF position peaked at $2K in Q1 2020.
144 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.