Sowell Financial Services’s Invesco Building & Construction ETF PKB Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-200	Closed	-$11K	–	2110
2021 Q1	$11K	Hold	200	–	–	﹤0.01%	2283
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	2120
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	1908
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	1851
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	1919
2019 Q4	$7K	Hold	200	–	–	﹤0.01%	1804
2019 Q3	$7K	Buy	+200	New	+$6.28K	﹤0.01%	1647

Other funds holding PKB

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sowell Financial Services's PKB Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Building & Construction ETF (PKB) in Q2 2021, closing a stake of 200 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in PKB in Q3 2019 and held it in 7 quarters. The position peaked at $11K in Q1 2021. 83 funds tracked by Wall St. Rank hold PKB as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Building & Construction ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 200 Invesco Building & Construction ETF shares in Q2 2021, an estimated $11K.
Sowell Financial Services first reported a position in Invesco Building & Construction ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Invesco Building & Construction ETF position peaked at $11K in Q1 2021.
83 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.