AWM
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Accel Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

Accel Wealth Management’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
2026
Q3 		$655K Sell
7,222
-332
-4% -$33.1K 0.14% 137
2026
Q2 		$846K Sell
7,554
-595
-7% -$62.8K 0.19% 112
2026
Q1 		$795K Sell
8,149
-998
-11% -$101K 0.21% 111
2025
Q4 		$847K Buy
9,147
+1,639
+22% +$155K 0.23% 100
2025
Q3 		$718K Buy
7,508
+1,260
+20% +$112K 0.21% 113
2025
Q2 		$502K Buy
6,248
+940
+18% +$69.4K 0.17% 137
2025
Q1 		$357K Buy
5,308
+490
+10% +$36.2K 0.13% 161
2024
Q4 		$365K Buy
4,818
+55
+1% +$4.48K 0.14% 162
2024
Q3 		$379K Buy
4,763
+18
+0.4% +$1.31K 0.14% 159
2024
Q2 		$322K Buy
4,745
+1,112
+31% +$78.3K 0.13% 163
2024
Q1 		$272K Buy
+3,633
New +$241K 0.12% 164
2023
Q2 		– Sell
-322
Closed -$14.8K – 667
2023
Q1 		$14.8K Hold
322
– – 0.01% 787
2022
Q4 		$13.1K Buy
322
+1
+0.3% +$41 0.01% 646
2022
Q3 		$13K Hold
321
– – 0.01% 678
2022
Q2 		$13K Hold
321
– – 0.01% 648
2022
Q1 		$14K Buy
321
+1
+0.3% +$47 0.01% 645
2021
Q4 		$17K Buy
+320
New +$16.6K 0.01% 598
2021
Q3 		– Sell
-320
Closed -$16K – 873
2021
Q2 		$16K Buy
320
+1
+0.3% +$51 0.01% 596
2021
Q1 		$16K Hold
319
– – 0.01% 563
2020
Q4 		$13K Buy
+319
New +$12.5K 0.01% 579

Other funds holding PKB

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Accel Wealth Management's PKB Position: Q3 2026 in Review

Accel Wealth Management reduced its Invesco Building & Construction ETF (PKB) stake by 4.4% in Q3 2026, selling an estimated $33.1K and leaving 7,222 shares worth $655K. The position accounts for 0.14% of the portfolio, ranked #137.

Accel Wealth Management first reported a position in PKB in Q4 2020 and has held it in 20 quarters since. The position peaked at $847K in Q4 2025. 7 funds tracked by Wall St. Rank hold PKB as of Q3 2026.

  • Accel Wealth Management held 7,222 shares of Invesco Building & Construction ETF worth $655K as of Q3 2026.
  • Accel Wealth Management sold 332 Invesco Building & Construction ETF shares in Q3 2026, an estimated $33.1K.
  • Invesco Building & Construction ETF made up 0.14% of Accel Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Accel Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's Invesco Building & Construction ETF position peaked at $847K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.