BDO Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

BDO 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
2023 Q2	$200K	Hold	3,674	–	–	0.02%	264
2023 Q1	$169K	Hold	3,674	–	–	0.02%	266
2022 Q4	$150K	Hold	3,674	–	–	0.02%	286
2022 Q3	$137K	Hold	3,674	–	–	0.02%	293
2022 Q2	$136K	Hold	3,674	–	–	0.02%	295
2022 Q1	$158K	Hold	3,674	–	–	0.02%	292
2021 Q4	$200K	Hold	3,674	–	–	0.02%	279
2021 Q3	$174K	Hold	3,674	–	–	0.02%	303
2021 Q2	$182K	Hold	3,674	–	–	0.02%	300
2021 Q1	$180K	Buy	+3,674	New	+$168K	0.02%	302

Other funds holding PKB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

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

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BDO Wealth Advisors's PKB Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco Building & Construction ETF (PKB) position steady in Q2 2023 at 3,674 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #264.

BDO Wealth Advisors first reported a position in PKB in Q1 2021 and has held it in 10 quarters since. The position peaked at $200K in Q4 2021. 64 funds tracked by Wall St. Rank hold PKB as of Q2 2023.

BDO Wealth Advisors held 3,674 shares of Invesco Building & Construction ETF worth $200K as of Q2 2023.
BDO Wealth Advisors left its Invesco Building & Construction ETF share count unchanged in Q2 2023.
Invesco Building & Construction ETF made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #264 holding.
BDO Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Invesco Building & Construction ETF position peaked at $200K in Q4 2021.
64 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.