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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Invesco Building & Construction ETF PKB Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-21,590
Closed -$1.63M – 89
2024
Q4 		$1.63M Buy
+21,590
New +$1.76M 1.11% 23

Other funds holding PKB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's PKB Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Invesco Building & Construction ETF (PKB) in Q1 2025, closing a stake of 21,590 shares — an estimated $1.63M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in PKB in Q4 2024 and held it in 1 quarter. The position peaked at $1.63M in Q4 2024. 75 funds tracked by Wall St. Rank hold PKB as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Invesco Building & Construction ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 21,590 Invesco Building & Construction ETF shares in Q1 2025, an estimated $1.63M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Invesco Building & Construction ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Invesco Building & Construction ETF position peaked at $1.63M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.