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

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-150
Closed -$7K – 295
2021
Q4 		$7K Hold
150
– – ﹤0.01% 354
2021
Q3 		$8K Hold
150
– – ﹤0.01% 358
2021
Q2 		$7K Buy
+150
New +$7.64K ﹤0.01% 373

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stonebridge Financial Planning Group's PKB Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Invesco Building & Construction ETF (PKB) in Q1 2022, closing a stake of 150 shares — an estimated $7K sold.

Stonebridge Financial Planning Group first reported a position in PKB in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 69 funds tracked by Wall St. Rank hold PKB as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Invesco Building & Construction ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 150 Invesco Building & Construction ETF shares in Q1 2022, an estimated $7K.
  • Stonebridge Financial Planning Group first reported a position in Invesco Building & Construction ETF in Q2 2021 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Invesco Building & Construction ETF position peaked at $8K in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.