Simplicity Solutions’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-10,744	Closed	-$788K	–	837
2020 Q4	$788K	Buy	+10,744	New	+$714K	0.01%	605
2019 Q2	–	Sell	-3,756	Closed	-$224K	–	809
2019 Q1	$224K	Buy	+3,756	New	+$217K	0.01%	648
2016 Q1	–	Sell	-23,718	Closed	-$1.08M	–	429
2015 Q4	$1.08M	Buy	+23,718	New	+$1.1M	0.13%	229

Other funds holding PKW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Simplicity Solutions's PKW Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2021, closing a stake of 10,744 shares — an estimated $788K sold.

Simplicity Solutions first reported a position in PKW in Q4 2015 and held it in 3 quarters. The position peaked at $1.08M in Q4 2015. 173 funds tracked by Wall St. Rank hold PKW as of Q1 2021.

Simplicity Solutions reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 10,744 Invesco BuyBack Achievers ETF shares in Q1 2021, an estimated $788K.
Simplicity Solutions first reported a position in Invesco BuyBack Achievers ETF in Q4 2015 and held it in 3 quarters.
Simplicity Solutions's Invesco BuyBack Achievers ETF position peaked at $1.08M in Q4 2015.
173 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.