Sowa Financial Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Sowa Financial Group’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	-200	Closed	-$15K	–	181
2020 Q4	$15K	Hold	200	–	–	0.01%	210
2020 Q3	$12K	Hold	200	–	–	0.01%	213
2020 Q2	$11K	Hold	200	–	–	0.01%	219
2020 Q1	$10K	Hold	200	–	–	0.01%	209
2019 Q4	$14K	Buy	+200	New	+$13.2K	0.01%	203

Other funds holding PKW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

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

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

Sowa Financial Group's PKW Position: Q1 2021 in Review

Sowa Financial Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2021, closing a stake of 200 shares — an estimated $15K sold.

Sowa Financial Group first reported a position in PKW in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2020. 173 funds tracked by Wall St. Rank hold PKW as of Q1 2021.

Sowa Financial Group reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 200 Invesco BuyBack Achievers ETF shares in Q1 2021, an estimated $15K.
Sowa Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's Invesco BuyBack Achievers ETF position peaked at $15K in Q4 2020.
173 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.