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Avantax Advisory Services’s Invesco Building & Construction ETF PKB Stock Holding History

Avantax Advisory Services’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
Q2 		$4.08M Buy
50,795
+6,541
+15% +$483K 0.02% 522
2025
Q1 		$2.98M Buy
+44,254
New +$3.27M 0.02% 580

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's PKB Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Building & Construction ETF (PKB) stake by 15% in Q2 2025, buying an estimated $483K and bringing the position to 50,795 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #522.

Avantax Advisory Services first reported a position in PKB in Q1 2025 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold PKB as of Q2 2025.

  • Avantax Advisory Services held 50,795 shares of Invesco Building & Construction ETF worth $4.08M as of Q2 2025.
  • Avantax Advisory Services bought 6,541 Invesco Building & Construction ETF shares in Q2 2025, an estimated $483K.
  • Invesco Building & Construction ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #522 holding.
  • Avantax Advisory Services first reported a position in Invesco Building & Construction ETF in Q1 2025 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.