TRUE Private Wealth Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

TRUE Private 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
2020 Q1	–	Sell	-108	Closed	-$7K	–	794
2019 Q4	$7K	Buy	+108	New	+$7.11K	﹤0.01%	642
2019 Q3	–	Sell	-108	Closed	-$6K	–	585
2019 Q2	$6K	Buy	+108	New	+$6.66K	﹤0.01%	614
2018 Q4	–	Sell	-180	Closed	-$11K	–	736
2018 Q3	$11K	Buy	+180	New	+$10.8K	﹤0.01%	738

Other funds holding PKW

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CAG

Curtis Advisory Group Santa Barbara, California $515M AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors's PKW Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 108 shares — an estimated $7K sold.

TRUE Private Wealth Advisors first reported a position in PKW in Q3 2018 and held it in 3 quarters. The position peaked at $11K in Q3 2018. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 108 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $7K.
TRUE Private Wealth Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2018 and held it in 3 quarters.
TRUE Private Wealth Advisors's Invesco BuyBack Achievers ETF position peaked at $11K in Q3 2018.
159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.