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Summit Financial Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Summit Financial Wealth Advisors’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
2015
Q1 		– Sell
-1,100
Closed -$53K – 253
2014
Q4 		$53K Buy
+1,100
New +$50.6K 0.04% 117

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Summit Financial Wealth Advisors's PKW Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2015, closing a stake of 1,100 shares — an estimated $53K sold.

Summit Financial Wealth Advisors first reported a position in PKW in Q4 2014 and held it in 1 quarter. The position peaked at $53K in Q4 2014. 152 funds tracked by Wall St. Rank hold PKW as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 1,100 Invesco BuyBack Achievers ETF shares in Q1 2015, an estimated $53K.
  • Summit Financial Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $53K in Q4 2014.
  • 152 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.