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

Oxford 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
Q2 		– Sell
-1,010
Closed -$22K – 203
2020
Q1 		$22K Buy
+1,010
New +$31.8K ﹤0.01% 185

Other funds holding PKB

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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
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oxford Financial Group's PKB Position: Q2 2020 in Review

Oxford Financial Group sold out of Invesco Building & Construction ETF (PKB) in Q2 2020, closing a stake of 1,010 shares — an estimated $22K sold.

Oxford Financial Group first reported a position in PKB in Q1 2020 and held it in 1 quarter. The position peaked at $22K in Q1 2020. 43 funds tracked by Wall St. Rank hold PKB as of Q2 2020.

  • Oxford Financial Group reported no remaining Invesco Building & Construction ETF position as of Q2 2020 after selling out during the quarter.
  • Oxford Financial Group sold 1,010 Invesco Building & Construction ETF shares in Q2 2020, an estimated $22K.
  • Oxford Financial Group first reported a position in Invesco Building & Construction ETF in Q1 2020 and held it in 1 quarter.
  • Oxford Financial Group's Invesco Building & Construction ETF position peaked at $22K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2020.

Based on Oxford Financial Group's 13F filing for Q2 2020, filed 5 Aug 2020.