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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
Q2 		$15.6K Hold
139
– – 0.01% 300
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

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Copia Wealth Management held its Invesco Building & Construction ETF (PKB) position steady in Q2 2026 at 139 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #300.

Copia Wealth Management first reported a position in PKB in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.7K in Q3 2025. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • Copia Wealth Management held 139 shares of Invesco Building & Construction ETF worth $15.6K as of Q2 2026.
  • Copia Wealth Management left its Invesco Building & Construction ETF share count unchanged in Q2 2026.
  • Invesco Building & Construction ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Copia Wealth Management first reported a position in Invesco Building & Construction ETF in Q3 2025 and has held it in 4 quarters since.
  • Copia Wealth Management's Invesco Building & Construction ETF position peaked at $45.7K in Q3 2025.
  • 108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.