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TCI Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

TCI Wealth 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
Q2 		– Sell
-531
Closed -$26K – 2419
2021
Q1 		$26K Buy
+531
New +$24.2K 0.01% 509

Other funds holding PKB

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCI Wealth Advisors's PKB Position: Q2 2021 in Review

TCI Wealth Advisors sold out of Invesco Building & Construction ETF (PKB) in Q2 2021, closing a stake of 531 shares — an estimated $26K sold.

TCI Wealth Advisors first reported a position in PKB in Q1 2021 and held it in 1 quarter. The position peaked at $26K in Q1 2021. 83 funds tracked by Wall St. Rank hold PKB as of Q2 2021.

  • TCI Wealth Advisors reported no remaining Invesco Building & Construction ETF position as of Q2 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 531 Invesco Building & Construction ETF shares in Q2 2021, an estimated $26K.
  • TCI Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q1 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco Building & Construction ETF position peaked at $26K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2021.

Based on TCI Wealth Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.