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Activest Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

Activest Wealth Management’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-600
Closed -$39.7K – 400
2023
Q4 		$37.9K Buy
+600
New +$32.5K 0.02% 111

Other funds holding PKB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Activest Wealth Management's PKB Position: Q1 2024 in Review

Activest Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q1 2024, closing a stake of 600 shares — an estimated $39.7K sold.

Activest Wealth Management first reported a position in PKB in Q4 2023 and held it in 1 quarter. The position peaked at $37.9K in Q4 2023. 74 funds tracked by Wall St. Rank hold PKB as of Q1 2024.

  • Activest Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q1 2024 after selling out during the quarter.
  • Activest Wealth Management sold 600 Invesco Building & Construction ETF shares in Q1 2024, an estimated $39.7K.
  • Activest Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2023 and held it in 1 quarter.
  • Activest Wealth Management's Invesco Building & Construction ETF position peaked at $37.9K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2024.

Based on Activest Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.