LFA
PKB icon

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

LGT Financial 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
2024
Q1 		– Sell
-20
Closed -$1.26K – 838
2023
Q4 		$1.26K Hold
20
– – ﹤0.01% 806
2023
Q3 		$1.01K Buy
+20
New +$1.08K ﹤0.01% 877

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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 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 $74.2B AUM 21.09% 1-Year Est. Return

LGT Financial Advisors's PKB Position: Q1 2024 in Review

LGT Financial Advisors sold out of Invesco Building & Construction ETF (PKB) in Q1 2024, closing a stake of 20 shares — an estimated $1.26K sold.

LGT Financial Advisors first reported a position in PKB in Q3 2023 and held it in 2 quarters. The position peaked at $1.26K in Q4 2023. 74 funds tracked by Wall St. Rank hold PKB as of Q1 2024.

  • LGT Financial Advisors reported no remaining Invesco Building & Construction ETF position as of Q1 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 20 Invesco Building & Construction ETF shares in Q1 2024, an estimated $1.26K.
  • LGT Financial Advisors first reported a position in Invesco Building & Construction ETF in Q3 2023 and held it in 2 quarters.
  • LGT Financial Advisors's Invesco Building & Construction ETF position peaked at $1.26K in Q4 2023.
  • 74 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.