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

Copia 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
Q1 		$13.6K Buy
139
+14
+11% +$1.42K 0.01% 299
2025
Q4 		$11.6K Sell
125
-353
-74% -$33.5K 0.01% 312
2025
Q3 		$45.7K Buy
+478
New +$42.5K 0.03% 196

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Copia Wealth Management's PKB Position: Q1 2026 in Review

Copia Wealth Management increased its Invesco Building & Construction ETF (PKB) stake by 11% in Q1 2026, buying an estimated $1.42K and bringing the position to 139 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #299.

Copia Wealth Management first reported a position in PKB in Q3 2025 and has held it in 3 quarters since. The position peaked at $45.7K in Q3 2025. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • Copia Wealth Management held 139 shares of Invesco Building & Construction ETF worth $13.6K as of Q1 2026.
  • Copia Wealth Management bought 14 Invesco Building & Construction ETF shares in Q1 2026, an estimated $1.42K.
  • Invesco Building & Construction ETF made up 0.01% of Copia Wealth Management's portfolio in Q1 2026, its #299 holding.
  • Copia Wealth Management first reported a position in Invesco Building & Construction ETF in Q3 2025 and has held it in 3 quarters since.
  • Copia Wealth Management's Invesco Building & Construction ETF position peaked at $45.7K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.