Action Point Financial Planning’s Invesco Building & Construction ETF PKB Stock Holding History

Action Point Financial Planning’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 Q2	$30.9K	Buy	+276	New	+$29.1K	﹤0.01%	981

Other funds holding PKB

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Action Point Financial Planning's PKB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco Building & Construction ETF (PKB) in Q2 2026: 276 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings.

108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

Action Point Financial Planning held 276 shares of Invesco Building & Construction ETF worth $30.9K as of Q2 2026.
Invesco Building & Construction ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco Building & Construction ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #981 holding.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.