Meitav Investment House’s Invesco Building & Construction ETF PKB Stock Holding History

Meitav Investment House’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	-3,086	Closed	-$168K	–	470
2023 Q2	$168K	Buy	+3,086	New	+$149K	﹤0.01%	358
2022 Q1	–	Sell	-3,797	Closed	-$207K	–	402
2021 Q4	$207K	Sell	3,797 -9,127	-71%	-$472K	﹤0.01%	370
2021 Q3	$209K	Sell	12,924 -44,743	-78%	-$2.23M	﹤0.01%	383
2021 Q2	$305K	Buy	+57,667	New	+$2.94M	0.01%	360

Other funds holding PKB

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Meitav Investment House's PKB Position: Q3 2023 in Review

Meitav Investment House sold out of Invesco Building & Construction ETF (PKB) in Q3 2023, closing a stake of 3,086 shares — an estimated $168K sold.

Meitav Investment House first reported a position in PKB in Q2 2021 and held it in 4 quarters. The position peaked at $305K in Q2 2021. 67 funds tracked by Wall St. Rank hold PKB as of Q3 2023.

Meitav Investment House reported no remaining Invesco Building & Construction ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 3,086 Invesco Building & Construction ETF shares in Q3 2023, an estimated $168K.
Meitav Investment House first reported a position in Invesco Building & Construction ETF in Q2 2021 and held it in 4 quarters.
Meitav Investment House's Invesco Building & Construction ETF position peaked at $305K in Q2 2021.
67 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.