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

Horizon 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
2023
Q4 		– Sell
-9,321
Closed -$470K – 84
2023
Q3 		$470K Sell
9,321
-102,360
-92% -$5.55M 0.19% 36
2023
Q2 		$6.07M Buy
+111,681
New +$5.39M 2.4% 12

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
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 $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Wealth Management's PKB Position: Q4 2023 in Review

Horizon Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q4 2023, closing a stake of 9,321 shares — an estimated $470K sold.

Horizon Wealth Management first reported a position in PKB in Q2 2023 and held it in 2 quarters. The position peaked at $6.07M in Q2 2023. 73 funds tracked by Wall St. Rank hold PKB as of Q4 2023.

  • Horizon Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q4 2023 after selling out during the quarter.
  • Horizon Wealth Management sold 9,321 Invesco Building & Construction ETF shares in Q4 2023, an estimated $470K.
  • Horizon Wealth Management first reported a position in Invesco Building & Construction ETF in Q2 2023 and held it in 2 quarters.
  • Horizon Wealth Management's Invesco Building & Construction ETF position peaked at $6.07M in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2023.

Based on Horizon Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.