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

Merit 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
2019
Q1 		– Sell
-26,322
Closed -$625K – 126
2018
Q4 		$625K Sell
26,322
-511
-2% -$13.3K 0.09% 38
2018
Q3 		$798K Buy
26,833
+2,308
+9% +$71.1K 0.13% 37
2018
Q2 		$748K Buy
24,525
+3,180
+15% +$98.7K 0.13% 35
2018
Q1 		$666K Buy
21,345
+7,586
+55% +$250K 0.13% 30
2017
Q4 		$477K Buy
+13,759
New +$457K 0.1% 42

Other funds holding PKB

MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Merit Financial Group's PKB Position: Q1 2019 in Review

Merit Financial Group sold out of Invesco Building & Construction ETF (PKB) in Q1 2019, closing a stake of 26,322 shares — an estimated $625K sold.

Merit Financial Group first reported a position in PKB in Q4 2017 and held it in 5 quarters. The position peaked at $798K in Q3 2018. 49 funds tracked by Wall St. Rank hold PKB as of Q1 2019.

  • Merit Financial Group reported no remaining Invesco Building & Construction ETF position as of Q1 2019 after selling out during the quarter.
  • Merit Financial Group sold 26,322 Invesco Building & Construction ETF shares in Q1 2019, an estimated $625K.
  • Merit Financial Group first reported a position in Invesco Building & Construction ETF in Q4 2017 and held it in 5 quarters.
  • Merit Financial Group's Invesco Building & Construction ETF position peaked at $798K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2019.

Based on Merit Financial Group's 13F filing for Q1 2019, filed 16 May 2019.