Caldwell Trust’s Invesco Building & Construction ETF PKB Stock Holding History

Caldwell Trust’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	$10.1K	Buy	+90	New	+$9.5K	﹤0.01%	681

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

Caldwell Trust's PKB Position: Q2 2026 in Review

Caldwell Trust opened a new position in Invesco Building & Construction ETF (PKB) in Q2 2026: 90 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings.

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

Caldwell Trust held 90 shares of Invesco Building & Construction ETF worth $10.1K as of Q2 2026.
Invesco Building & Construction ETF was a new Caldwell Trust position in Q2 2026.
Invesco Building & Construction ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #681 holding.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.