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

AE 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 Q2	–	Sell	-45	Closed	-$4.39K	–	2752
2026 Q1	$4.39K	Hold	45	–	–	﹤0.01%	2395
2025 Q4	$4.17K	Hold	45	–	–	﹤0.01%	2258
2025 Q3	$4.3K	Hold	45	–	–	﹤0.01%	2099
2025 Q2	$3.62K	Hold	45	–	–	﹤0.01%	1993
2025 Q1	$3.03K	Hold	45	–	–	﹤0.01%	1992
2024 Q4	$3.41K	Buy	+45	New	+$3.67K	﹤0.01%	1952

Other funds holding PKB

RWM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

AE Wealth Management's PKB Position: Q2 2026 in Review

AE Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q2 2026, closing a stake of 45 shares — an estimated $4.39K sold.

AE Wealth Management first reported a position in PKB in Q4 2024 and held it in 6 quarters. The position peaked at $4.39K in Q1 2026. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

AE Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 45 Invesco Building & Construction ETF shares in Q2 2026, an estimated $4.39K.
AE Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2024 and held it in 6 quarters.
AE Wealth Management's Invesco Building & Construction ETF position peaked at $4.39K in Q1 2026.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.