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Planning Capital Management Corporation’s Invesco Building & Construction ETF PKB Stock Holding History

Planning Capital Management Corporation’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
Q3 		$4.04K Buy
+51
New +$3.71K ﹤0.01% 534

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Planning Capital Management Corporation's PKB Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Invesco Building & Construction ETF (PKB) in Q3 2024: 51 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #534 among its holdings.

85 funds tracked by Wall St. Rank hold PKB as of Q3 2024.

  • Planning Capital Management Corporation held 51 shares of Invesco Building & Construction ETF worth $4.04K as of Q3 2024.
  • Invesco Building & Construction ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • Invesco Building & Construction ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #534 holding.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.