BWM
PKB icon

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

BigSur 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
2022
Q1 		– Sell
-6,760
Closed -$369K – 143
2021
Q4 		$369K Hold
6,760
– – 0.14% 99
2021
Q3 		$320K Hold
6,760
– – 0.14% 98
2021
Q2 		$335K Hold
6,760
– – 0.15% 90
2021
Q1 		$332K Hold
6,760
– – 0.17% 86
2020
Q4 		$278K Buy
+6,760
New +$266K 0.16% 86

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

BigSur Wealth Management's PKB Position: Q1 2022 in Review

BigSur Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q1 2022, closing a stake of 6,760 shares — an estimated $369K sold.

BigSur Wealth Management first reported a position in PKB in Q4 2020 and held it in 5 quarters. The position peaked at $369K in Q4 2021. 69 funds tracked by Wall St. Rank hold PKB as of Q1 2022.

  • BigSur Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q1 2022 after selling out during the quarter.
  • BigSur Wealth Management sold 6,760 Invesco Building & Construction ETF shares in Q1 2022, an estimated $369K.
  • BigSur Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2020 and held it in 5 quarters.
  • BigSur Wealth Management's Invesco Building & Construction ETF position peaked at $369K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2022.

Based on BigSur Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.