Coppell Advisory Solutions’s Invesco Building & Construction ETF PKB Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-109	Closed	-$8.28K	–	1447
2024 Q4	$8.28K	Sell	109 -152	-58%	-$12.4K	﹤0.01%	1176
2024 Q3	$20.6K	Buy	261 +164	+169%	+$11.9K	﹤0.01%	868
2024 Q2	$6.58K	Buy	+97	New	+$6.83K	﹤0.01%	1129
2023 Q4	$1.01K	Sell	16 -32	-67%	-$1.73K	﹤0.01%	1413
2023 Q3	$1.96K	Buy	48 +18	+60%	+$976	﹤0.01%	860
2023 Q2	$1.62K	Buy	+30	New	+$1.45K	﹤0.01%	1047
2023 Q1	–	Sell	-48	Closed	-$1.96K	–	823
2022 Q4	$1.96K	Buy	+48	New	+$1.94K	﹤0.01%	861

Other funds holding PKB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Coppell Advisory Solutions's PKB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco Building & Construction ETF (PKB) in Q1 2025, closing a stake of 109 shares — an estimated $8.28K sold.

Coppell Advisory Solutions first reported a position in PKB in Q4 2022 and held it in 7 quarters. The position peaked at $20.6K in Q3 2024. 75 funds tracked by Wall St. Rank hold PKB as of Q1 2025.

Coppell Advisory Solutions reported no remaining Invesco Building & Construction ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 109 Invesco Building & Construction ETF shares in Q1 2025, an estimated $8.28K.
Coppell Advisory Solutions first reported a position in Invesco Building & Construction ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Invesco Building & Construction ETF position peaked at $20.6K in Q3 2024.
75 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.