AI
PKB icon

Atria Investments’s Invesco Building & Construction ETF PKB Stock Holding History

Atria Investments’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
2021
Q3 		– Sell
-36,245
Closed -$1.8M – 818
2021
Q2 		$1.8M Buy
36,245
+2,060
+6% +$105K 0.03% 549
2021
Q1 		$1.68M Buy
34,185
+3,123
+10% +$143K 0.04% 519
2020
Q4 		$1.28M Buy
+31,062
New +$1.22M 0.03% 586

Other funds holding PKB

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's PKB Position: Q3 2021 in Review

Atria Investments sold out of Invesco Building & Construction ETF (PKB) in Q3 2021, closing a stake of 36,245 shares — an estimated $1.8M sold.

Atria Investments first reported a position in PKB in Q4 2020 and held it in 3 quarters. The position peaked at $1.8M in Q2 2021. 85 funds tracked by Wall St. Rank hold PKB as of Q3 2021.

  • Atria Investments reported no remaining Invesco Building & Construction ETF position as of Q3 2021 after selling out during the quarter.
  • Atria Investments sold 36,245 Invesco Building & Construction ETF shares in Q3 2021, an estimated $1.8M.
  • Atria Investments first reported a position in Invesco Building & Construction ETF in Q4 2020 and held it in 3 quarters.
  • Atria Investments's Invesco Building & Construction ETF position peaked at $1.8M in Q2 2021.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2021.

Based on Atria Investments's 13F filing for Q3 2021, filed 16 Nov 2021.