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

IFP 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
Q3 		– Sell
-1
Closed -$65 – 3490
2023
Q2 		$65 Hold
1
– – ﹤0.01% 3375
2023
Q1 		$37 Sell
1
-84
-99% -$3.73K ﹤0.01% 3332
2022
Q4 		$4K Sell
85
-19
-18% -$770 ﹤0.01% 3923
2022
Q3 		$5K Hold
104
– – ﹤0.01% 4049
2022
Q2 		$5K Hold
104
– – ﹤0.01% 3812
2022
Q1 		$5K Sell
104
-199
-66% -$9.37K ﹤0.01% 3812
2021
Q4 		$17K Hold
303
– – ﹤0.01% 2020
2021
Q3 		$14K Sell
303
-142
-32% -$7.08K ﹤0.01% 2141
2021
Q2 		$22K Sell
445
-627
-58% -$31.9K ﹤0.01% 1891
2021
Q1 		$53K Buy
1,072
+203
+23% +$9.27K ﹤0.01% 1449
2020
Q4 		$35K Hold
869
– – ﹤0.01% 1572
2020
Q3 		$31K Buy
869
+426
+96% +$14.6K ﹤0.01% 1464
2020
Q2 		$13K Buy
443
+1
+0.2% +$27 ﹤0.01% 1733
2020
Q1 		$10K Sell
442
-201
-31% -$6.32K ﹤0.01% 1782
2019
Q4 		$22K Hold
643
– – ﹤0.01% 1587
2019
Q3 		$21K Buy
+643
New +$20.2K ﹤0.01% 1741
2019
Q1 		– Sell
-1,370
Closed -$32K – 3139
2018
Q4 		$32K Sell
1,370
-7,328
-84% -$191K ﹤0.01% 1871
2018
Q3 		$259K Sell
8,698
-376
-4% -$11.6K 0.01% 939
2018
Q2 		$277K Sell
9,074
-1,365
-13% -$42.3K 0.01% 910
2018
Q1 		$362K Hold
10,439
– – 0.02% 754
2017
Q4 		$362K Buy
10,439
+452
+5% +$15K 0.02% 755
2017
Q3 		$313K Sell
9,987
-1,219
-11% -$36.1K 0.01% 908
2017
Q2 		$334K Sell
11,206
-10,533
-48% -$310K 0.01% 857
2017
Q1 		$635K Buy
21,739
+3,899
+22% +$112K 0.03% 573
2016
Q4 		$497K Sell
17,840
-2,430
-12% -$65K 0.02% 619
2016
Q3 		$525K Sell
20,270
-3,985
-16% -$105K 0.03% 546
2016
Q2 		$629K Buy
+24,255
New +$618K 0.04% 476
2016
Q1 		– Sell
-26,976
Closed -$642K – 3140
2015
Q4 		$642K Buy
+26,976
New +$653K 0.04% 422

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IFP Advisors's PKB Position: Q3 2023 in Review

IFP Advisors sold out of Invesco Building & Construction ETF (PKB) in Q3 2023, closing a stake of 1 share — an estimated $65 sold.

IFP Advisors first reported a position in PKB in Q4 2015 and held it in 28 quarters. The position peaked at $642K in Q4 2015. 67 funds tracked by Wall St. Rank hold PKB as of Q3 2023.

  • IFP Advisors reported no remaining Invesco Building & Construction ETF position as of Q3 2023 after selling out during the quarter.
  • IFP Advisors sold 1 Invesco Building & Construction ETF share in Q3 2023, an estimated $65.
  • IFP Advisors first reported a position in Invesco Building & Construction ETF in Q4 2015 and held it in 28 quarters.
  • IFP Advisors's Invesco Building & Construction ETF position peaked at $642K in Q4 2015.
  • 67 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.