Simplex Trading
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Simplex Trading’s Invesco Building & Construction ETF PKB Stock Holding History

Simplex Trading’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
Q4 		– Sell
-204
Closed -$16K – 9368
2024
Q3 		$16K Buy
204
+71
+53% +$5.17K ﹤0.01% 6850
2024
Q2 		$9K Buy
+133
New +$9.36K ﹤0.01% 7509

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplex Trading's PKB Position: Q4 2024 in Review

Simplex Trading sold out of Invesco Building & Construction ETF (PKB) in Q4 2024, closing a stake of 204 shares — an estimated $16K sold.

Simplex Trading first reported a position in PKB in Q2 2024 and held it in 2 quarters. The position peaked at $16K in Q3 2024. 91 funds tracked by Wall St. Rank hold PKB as of Q4 2024.

  • Simplex Trading reported no remaining Invesco Building & Construction ETF position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 204 Invesco Building & Construction ETF shares in Q4 2024, an estimated $16K.
  • Simplex Trading first reported a position in Invesco Building & Construction ETF in Q2 2024 and held it in 2 quarters.
  • Simplex Trading's Invesco Building & Construction ETF position peaked at $16K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.