BRWA
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B. Riley Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

B. Riley Wealth Advisors’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
2022
Q1 		– Sell
-12,996
Closed -$710K – 1474
2021
Q4 		$710K Sell
12,996
-433
-3% -$22.4K 0.02% 644
2021
Q3 		$637K Buy
13,429
+256
+2% +$12.8K 0.02% 683
2021
Q2 		$653K Sell
13,173
-17
-0.1% -$866 0.02% 661
2021
Q1 		$648K Buy
+13,190
New +$602K 0.02% 616
2018
Q2 		– Sell
-16,322
Closed -$510K – 715
2018
Q1 		$510K Buy
16,322
+1,495
+10% +$49.4K 0.07% 307
2017
Q4 		$515K Buy
14,827
+1,486
+11% +$49.3K 0.07% 304
2017
Q3 		$418K Buy
13,341
+2,956
+28% +$87.6K 0.07% 299
2017
Q2 		$310K Buy
+10,385
New +$305K 0.06% 353
2014
Q3 		– Sell
-157
Closed -$3.5K – 1553
2014
Q2 		$3.5K Buy
+157
New +$3.46K ﹤0.01% 2137

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Advisors's PKB Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Invesco Building & Construction ETF (PKB) in Q1 2022, closing a stake of 12,996 shares — an estimated $710K sold.

B. Riley Wealth Advisors first reported a position in PKB in Q2 2014 and held it in 9 quarters. The position peaked at $710K in Q4 2021. 69 funds tracked by Wall St. Rank hold PKB as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Invesco Building & Construction ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,996 Invesco Building & Construction ETF shares in Q1 2022, an estimated $710K.
  • B. Riley Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q2 2014 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Invesco Building & Construction ETF position peaked at $710K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.