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WFG Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

WFG 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
2017
Q2 		$138K Buy
2,566
+4
+0.2% +$210 0.03% 454
2017
Q1 		$133K Sell
2,562
-539
-17% -$27.9K 0.04% 416
2016
Q4 		$157K Buy
3,101
+14
+0.5% +$686 0.04% 430
2016
Q3 		$146K Buy
3,087
+7
+0.2% +$329 0.04% 440
2016
Q2 		$139K Sell
3,080
-192
-6% -$8.73K 0.04% 421
2016
Q1 		$148K Sell
3,272
-10,849
-77% -$467K 0.04% 387
2015
Q4 		$642K Sell
14,121
-555
-4% -$25.8K 0.19% 133
2015
Q3 		$643K Sell
14,676
-2,546
-15% -$120K 0.2% 116
2015
Q2 		$837K Buy
17,222
+13,409
+352% +$664K 0.23% 98
2015
Q1 		$188K Buy
3,813
+32
+0.8% +$1.55K 0.05% 368
2014
Q4 		$182K Sell
3,781
-29,970
-89% -$1.38M 0.04% 457
2014
Q3 		$1.51M Sell
33,751
-535
-2% -$24.2K 0.29% 69
2014
Q2 		$1.54M Sell
34,286
-378
-1% -$16.5K 0.29% 72
2014
Q1 		$1.51M Buy
34,664
+360
+1% +$15.3K 0.3% 64
2013
Q4 		$1.48M Buy
34,304
+5,266
+18% +$216K 0.21% 121
2013
Q3 		$1.14M Buy
+29,038
New +$1.11M 0.18% 146

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
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

WFG Advisors's PKW Position: Q2 2017 in Review

WFG Advisors increased its Invesco BuyBack Achievers ETF (PKW) stake by 0.16% in Q2 2017, buying an estimated $210 and bringing the position to 2,566 shares worth $138K. The position accounts for 0.03% of the portfolio, ranked #454.

WFG Advisors first reported a position in PKW in Q3 2013 and has held it in 16 quarters since. The position peaked at $1.54M in Q2 2014. 131 funds tracked by Wall St. Rank hold PKW as of Q2 2017.

  • WFG Advisors held 2,566 shares of Invesco BuyBack Achievers ETF worth $138K as of Q2 2017.
  • WFG Advisors bought 4 Invesco BuyBack Achievers ETF shares in Q2 2017, an estimated $210.
  • Invesco BuyBack Achievers ETF made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #454 holding.
  • WFG Advisors first reported a position in Invesco BuyBack Achievers ETF in Q3 2013 and has held it in 16 quarters since.
  • WFG Advisors's Invesco BuyBack Achievers ETF position peaked at $1.54M in Q2 2014.
  • 131 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.