Wealthspire Advisors (Maryland)’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q4	–	Sell	-12,050	Closed	-$373K	–	508
2019 Q3	$373K	Hold	12,050	–	–	0.03%	307
2019 Q2	$384K	Hold	12,050	–	–	0.03%	301
2019 Q1	$382K	Hold	12,050	–	–	0.03%	297
2018 Q4	$347K	Hold	12,050	–	–	0.03%	289
2018 Q3	$414K	Hold	12,050	–	–	0.03%	283
2018 Q2	$434K	Hold	12,050	–	–	0.04%	266
2018 Q1	$451K	Sell	12,050 -12,050	-50%	-$461K	0.04%	264
2017 Q4	$906K	Hold	24,100	–	–	0.09%	148
2017 Q3	$836K	Buy	+24,100	New	+$814K	0.09%	147

Other funds holding IPKW

RJFSA

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IPKW Position: Q4 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q4 2019, closing a stake of 12,050 shares — an estimated $373K sold.

Wealthspire Advisors (Maryland) first reported a position in IPKW in Q3 2017 and held it in 9 quarters. The position peaked at $906K in Q4 2017. 58 funds tracked by Wall St. Rank hold IPKW as of Q4 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco International BuyBack Achievers ETF position as of Q4 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 12,050 Invesco International BuyBack Achievers ETF shares in Q4 2019, an estimated $373K.
Wealthspire Advisors (Maryland) first reported a position in Invesco International BuyBack Achievers ETF in Q3 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Invesco International BuyBack Achievers ETF position peaked at $906K in Q4 2017.
58 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q4 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2019, filed 14 Feb 2020.