Toth Financial Advisory’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Toth Financial Advisory’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
2022 Q3	–	Sell	-55	Closed	-$2K	–	766
2022 Q2	$2K	Hold	55	–	–	﹤0.01%	595
2022 Q1	$2K	Hold	55	–	–	﹤0.01%	624
2021 Q4	$2K	Sell	55 -115	-68%	-$4.9K	﹤0.01%	649
2021 Q3	$7K	Hold	170	–	–	﹤0.01%	525
2021 Q2	$8K	Hold	170	–	–	﹤0.01%	476
2021 Q1	$7K	Sell	170 -100	-37%	-$4.15K	﹤0.01%	495
2020 Q4	$10K	Hold	270	–	–	﹤0.01%	406
2020 Q3	$8K	Sell	270 -80	-23%	-$2.51K	﹤0.01%	393
2020 Q2	$10K	Sell	350 -95	-21%	-$2.52K	﹤0.01%	355
2020 Q1	$10K	Sell	445 -1,232	-73%	-$37.1K	﹤0.01%	277
2019 Q4	$57K	Sell	1,677 -498	-23%	-$16.2K	0.01%	207
2019 Q3	$67K	Hold	2,175	–	–	0.01%	212
2019 Q2	$69K	Sell	2,175 -30	-1%	-$954	0.02%	205
2019 Q1	$70K	Hold	2,205	–	–	0.02%	194
2018 Q4	$64K	Sell	2,205 -835	-27%	-$26K	0.02%	170
2018 Q3	$104K	Sell	3,040 -15	-0.5%	-$529	0.02%	172
2018 Q2	$110K	Buy	3,055 +416	+16%	+$15.7K	0.03%	166
2018 Q1	$99K	Buy	2,639 +841	+47%	+$32.2K	0.02%	168
2017 Q4	$68K	Buy	+1,798	New	+$64.6K	0.02%	194

Other funds holding IPKW

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

RJFSA

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

VIM

Vista Investment Management Pittsburgh, Pennsylvania $301M AUM 17.29% 1-Year Est. Return

Toth Financial Advisory's IPKW Position: Q3 2022 in Review

Toth Financial Advisory sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q3 2022, closing a stake of 55 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in IPKW in Q4 2017 and held it in 19 quarters. The position peaked at $110K in Q2 2018. 38 funds tracked by Wall St. Rank hold IPKW as of Q3 2022.

Toth Financial Advisory reported no remaining Invesco International BuyBack Achievers ETF position as of Q3 2022 after selling out during the quarter.
Toth Financial Advisory sold 55 Invesco International BuyBack Achievers ETF shares in Q3 2022, an estimated $2K.
Toth Financial Advisory first reported a position in Invesco International BuyBack Achievers ETF in Q4 2017 and held it in 19 quarters.
Toth Financial Advisory's Invesco International BuyBack Achievers ETF position peaked at $110K in Q2 2018.
38 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2022.

Based on Toth Financial Advisory's 13F filing for Q3 2022, filed 14 Oct 2022.