Wealthspire Advisors (Maryland)’s Invesco Building & Construction ETF PKB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,001	Closed	-$55K	–	1593
2019 Q1	$55K	Hold	2,001	–	–	﹤0.01%	862
2018 Q4	$48K	Sell	2,001 -2,174	-52%	-$56.8K	﹤0.01%	875
2018 Q3	$124K	Hold	4,175	–	–	0.01%	607
2018 Q2	$127K	Hold	4,175	–	–	0.01%	607
2018 Q1	$130K	Buy	4,175 +154	+4%	+$5.08K	0.01%	608
2017 Q4	$139K	Hold	4,021	–	–	0.01%	597
2017 Q3	$126K	Hold	4,021	–	–	0.01%	620
2017 Q2	$120K	Hold	4,021	–	–	0.01%	624
2017 Q1	$117K	Buy	4,021 +3,020	+302%	+$86.7K	0.02%	546
2016 Q4	$28K	Buy	+1,001	New	+$26.8K	﹤0.01%	928

Other funds holding PKB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PKB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Building & Construction ETF (PKB) in Q2 2019, closing a stake of 2,001 shares — an estimated $55K sold.

Wealthspire Advisors (Maryland) first reported a position in PKB in Q4 2016 and held it in 10 quarters. The position peaked at $139K in Q4 2017. 47 funds tracked by Wall St. Rank hold PKB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco Building & Construction ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,001 Invesco Building & Construction ETF shares in Q2 2019, an estimated $55K.
Wealthspire Advisors (Maryland) first reported a position in Invesco Building & Construction ETF in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Invesco Building & Construction ETF position peaked at $139K in Q4 2017.
47 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.