THWM
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Taylor Hoffman Wealth Management’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Taylor Hoffman Wealth Management’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
2018
Q2 		– Sell
-115
Closed -$7K – 424
2018
Q1 		$7K Buy
+115
New +$6.89K 0.01% 304

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Taylor Hoffman Wealth Management's PKW Position: Q2 2018 in Review

Taylor Hoffman Wealth Management sold out of Invesco BuyBack Achievers ETF (PKW) in Q2 2018, closing a stake of 115 shares — an estimated $7K sold.

Taylor Hoffman Wealth Management first reported a position in PKW in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 144 funds tracked by Wall St. Rank hold PKW as of Q2 2018.

  • Taylor Hoffman Wealth Management reported no remaining Invesco BuyBack Achievers ETF position as of Q2 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 115 Invesco BuyBack Achievers ETF shares in Q2 2018, an estimated $7K.
  • Taylor Hoffman Wealth Management first reported a position in Invesco BuyBack Achievers ETF in Q1 2018 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Invesco BuyBack Achievers ETF position peaked at $7K in Q1 2018.
  • 144 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.