SWP
PKB icon

Stratos Wealth Partners’s Invesco Building & Construction ETF PKB Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-2,473
Closed -$74K – 2044
2018
Q3 		$74K Buy
+2,473
New +$76.2K ﹤0.01% 1275
2018
Q2 		– Sell
-3,447
Closed -$108K – 2139
2018
Q1 		$108K Buy
3,447
+100
+3% +$3.3K ﹤0.01% 1157
2017
Q4 		$116K Buy
+3,347
New +$111K 0.01% 1104

Other funds holding PKB

MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Partners's PKB Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco Building & Construction ETF (PKB) in Q4 2018, closing a stake of 2,473 shares — an estimated $74K sold.

Stratos Wealth Partners first reported a position in PKB in Q4 2017 and held it in 3 quarters. The position peaked at $116K in Q4 2017. 48 funds tracked by Wall St. Rank hold PKB as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco Building & Construction ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,473 Invesco Building & Construction ETF shares in Q4 2018, an estimated $74K.
  • Stratos Wealth Partners first reported a position in Invesco Building & Construction ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Invesco Building & Construction ETF position peaked at $116K in Q4 2017.
  • 48 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.