Sargent Bickham Lagudis’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sargent Bickham Lagudis’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 Q3	–	Sell	-445	Closed	-$28K	–	765
2019 Q2	$28K	Hold	445	–	–	﹤0.01%	445
2019 Q1	$27K	Hold	445	–	–	﹤0.01%	474
2018 Q4	$23K	Buy	+445	New	+$25.4K	﹤0.01%	471

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AIC

Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Sargent Bickham Lagudis's PKW Position: Q3 2019 in Review

Sargent Bickham Lagudis sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2019, closing a stake of 445 shares — an estimated $28K sold.

Sargent Bickham Lagudis first reported a position in PKW in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q2 2019. 159 funds tracked by Wall St. Rank hold PKW as of Q3 2019.

Sargent Bickham Lagudis reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 445 Invesco BuyBack Achievers ETF shares in Q3 2019, an estimated $28K.
Sargent Bickham Lagudis first reported a position in Invesco BuyBack Achievers ETF in Q4 2018 and held it in 3 quarters.
Sargent Bickham Lagudis's Invesco BuyBack Achievers ETF position peaked at $28K in Q2 2019.
159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2019, filed 14 Sep 2021.