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Signature Estate & Investment Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

Signature Estate & Investment Advisors’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
2021
Q4 		– Sell
-6,010
Closed -$285K – 166
2021
Q3 		$285K Buy
6,010
+304
+5% +$15.1K 0.01% 139
2021
Q2 		$283K Buy
+5,706
New +$291K 0.01% 141

Other funds holding PKB

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Signature Estate & Investment Advisors's PKB Position: Q4 2021 in Review

Signature Estate & Investment Advisors sold out of Invesco Building & Construction ETF (PKB) in Q4 2021, closing a stake of 6,010 shares — an estimated $285K sold.

Signature Estate & Investment Advisors first reported a position in PKB in Q2 2021 and held it in 2 quarters. The position peaked at $285K in Q3 2021. 85 funds tracked by Wall St. Rank hold PKB as of Q4 2021.

  • Signature Estate & Investment Advisors reported no remaining Invesco Building & Construction ETF position as of Q4 2021 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 6,010 Invesco Building & Construction ETF shares in Q4 2021, an estimated $285K.
  • Signature Estate & Investment Advisors first reported a position in Invesco Building & Construction ETF in Q2 2021 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Invesco Building & Construction ETF position peaked at $285K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.