LifePlan Financial Group’s Invesco Building & Construction ETF PKB Stock Holding History

LifePlan Financial 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
2020 Q3	$7K	Hold	194	–	–	﹤0.01%	445
2020 Q2	$6K	Hold	194	–	–	﹤0.01%	462
2020 Q1	$4K	Hold	194	–	–	﹤0.01%	476
2019 Q4	$6K	Hold	194	–	–	﹤0.01%	453
2019 Q3	$6K	Hold	194	–	–	﹤0.01%	450
2019 Q2	$6K	Hold	194	–	–	﹤0.01%	445
2019 Q1	$5K	Hold	194	–	–	﹤0.01%	460
2018 Q4	$5K	Hold	194	–	–	﹤0.01%	446
2018 Q3	$6K	Hold	194	–	–	﹤0.01%	434
2018 Q2	$6K	Hold	194	–	–	﹤0.01%	418
2018 Q1	$6K	Buy	+194	New	+$6.41K	﹤0.01%	402

Other funds holding PKB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LifePlan Financial Group's PKB Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco Building & Construction ETF (PKB) position steady in Q3 2020 at 194 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

LifePlan Financial Group first reported a position in PKB in Q1 2018 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold PKB as of Q3 2020.

LifePlan Financial Group held 194 shares of Invesco Building & Construction ETF worth $7K as of Q3 2020.
LifePlan Financial Group left its Invesco Building & Construction ETF share count unchanged in Q3 2020.
Invesco Building & Construction ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #445 holding.
LifePlan Financial Group first reported a position in Invesco Building & Construction ETF in Q1 2018 and has held it in 11 quarters since.
48 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.