Squar Milner Financial Services’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Squar Milner Financial Services’s Portfolio IPKW Stock Details IPKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-140	Closed	-$4K	–	453
2019 Q2	$4K	Sell	140 -103	-42%	-$3.28K	﹤0.01%	622
2019 Q1	$7K	Sell	243 -3,839	-94%	-$119K	0.01%	590
2018 Q4	$118K	Sell	4,082 -2,095	-34%	-$65.1K	0.11%	203
2018 Q3	$212K	Sell	6,177 -746	-11%	-$26.3K	0.19%	142
2018 Q2	$249K	Sell	6,923 -1,200	-15%	-$45.4K	0.22%	123
2018 Q1	$304K	Hold	8,123	–	–	0.38%	91
2017 Q4	$324K	Buy	+8,123	New	+$292K	0.39%	92

Other funds holding IPKW

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Squar Milner Financial Services's IPKW Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q3 2019, closing a stake of 140 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in IPKW in Q4 2017 and held it in 7 quarters. The position peaked at $324K in Q4 2017. 54 funds tracked by Wall St. Rank hold IPKW as of Q3 2019.

Squar Milner Financial Services reported no remaining Invesco International BuyBack Achievers ETF position as of Q3 2019 after selling out during the quarter.
Squar Milner Financial Services sold 140 Invesco International BuyBack Achievers ETF shares in Q3 2019, an estimated $4K.
Squar Milner Financial Services first reported a position in Invesco International BuyBack Achievers ETF in Q4 2017 and held it in 7 quarters.
Squar Milner Financial Services's Invesco International BuyBack Achievers ETF position peaked at $324K in Q4 2017.
54 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.