KIG
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Kowal Investment Group’s Invesco Building & Construction ETF PKB Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-309
Closed -$15K – 708
2021
Q3 		$15K Buy
+309
New +$15.4K ﹤0.01% 436

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kowal Investment Group's PKB Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Building & Construction ETF (PKB) in Q4 2021, closing a stake of 309 shares — an estimated $15K sold.

Kowal Investment Group first reported a position in PKB in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 85 funds tracked by Wall St. Rank hold PKB as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Building & Construction ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 309 Invesco Building & Construction ETF shares in Q4 2021, an estimated $15K.
  • Kowal Investment Group first reported a position in Invesco Building & Construction ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Building & Construction ETF position peaked at $15K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.