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WealthSource Partners’s Invesco BuyBack Achievers ETF PKW Stock Holding History

WealthSource Partners’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
-3,533
Closed -$244K – 405
2019
Q4 		$244K Hold
3,533
– – 0.03% 354
2019
Q3 		$221K Sell
3,533
-894
-20% -$55.7K 0.03% 391
2019
Q2 		$277K Buy
+4,427
New +$273K 0.04% 350

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
Bank of New York Mellon
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners's PKW Position: Q1 2020 in Review

WealthSource Partners sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2020, closing a stake of 3,533 shares — an estimated $244K sold.

WealthSource Partners first reported a position in PKW in Q2 2019 and held it in 3 quarters. The position peaked at $277K in Q2 2019. 159 funds tracked by Wall St. Rank hold PKW as of Q1 2020.

  • WealthSource Partners reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 3,533 Invesco BuyBack Achievers ETF shares in Q1 2020, an estimated $244K.
  • WealthSource Partners first reported a position in Invesco BuyBack Achievers ETF in Q2 2019 and held it in 3 quarters.
  • WealthSource Partners's Invesco BuyBack Achievers ETF position peaked at $277K in Q2 2019.
  • 159 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.