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Wealthstreet Investment Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

Wealthstreet Investment 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
-8,906
Closed -$437K – 260
2021
Q1 		$437K Buy
8,906
+1,832
+26% +$83.6K 0.04% 266
2020
Q4 		$291K Buy
7,074
+360
+5% +$14.2K 0.03% 303
2020
Q3 		$243K Sell
6,714
-7
-0.1% -$240 0.03% 298
2020
Q2 		$204K Buy
+6,721
New +$179K 0.03% 308
2020
Q1 		– Sell
-8,034
Closed -$267K – 339
2019
Q4 		$267K Buy
+8,034
New +$269K 0.03% 301
2019
Q3 		– Sell
-7,939
Closed -$246K – 343
2019
Q2 		$246K Buy
7,939
+39
+0.5% +$1.15K 0.03% 307
2019
Q1 		$219K Sell
7,900
-1,688
-18% -$44.7K 0.03% 317
2018
Q4 		$244K Sell
9,588
-11,242
-54% -$294K 0.03% 290
2018
Q3 		$619K Buy
20,830
+437
+2% +$13.5K 0.08% 214
2018
Q2 		$622K Buy
20,393
+48
+0.2% +$1.49K 0.08% 211
2018
Q1 		$635K Sell
20,345
-2,210
-10% -$73K 0.08% 203
2017
Q4 		$782K Buy
+22,555
New +$749K 0.09% 184

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealthstreet Investment Advisors's PKB Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Invesco Building & Construction ETF (PKB) in Q2 2021, closing a stake of 8,906 shares — an estimated $437K sold.

Wealthstreet Investment Advisors first reported a position in PKB in Q4 2017 and held it in 12 quarters. The position peaked at $782K in Q4 2017. 83 funds tracked by Wall St. Rank hold PKB as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Invesco Building & Construction ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 8,906 Invesco Building & Construction ETF shares in Q2 2021, an estimated $437K.
  • Wealthstreet Investment Advisors first reported a position in Invesco Building & Construction ETF in Q4 2017 and held it in 12 quarters.
  • Wealthstreet Investment Advisors's Invesco Building & Construction ETF position peaked at $782K in Q4 2017.
  • 83 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2021.

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