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

Institute for 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
2020
Q1 		– Sell
-978
Closed -$32K – 598
2019
Q4 		$32K Buy
+978
New +$32.7K 0.01% 539

Other funds holding PKB

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institute for Wealth Management's PKB Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q1 2020, closing a stake of 978 shares — an estimated $32K sold.

Institute for Wealth Management first reported a position in PKB in Q4 2019 and held it in 1 quarter. The position peaked at $32K in Q4 2019. 42 funds tracked by Wall St. Rank hold PKB as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 978 Invesco Building & Construction ETF shares in Q1 2020, an estimated $32K.
  • Institute for Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco Building & Construction ETF position peaked at $32K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.