EFG
PKB icon

Elm3 Financial Group’s Invesco Building & Construction ETF PKB Stock Holding History

Elm3 Financial Group’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 		$588K Buy
6,023
+299
+5% +$30.4K 0.5% 54
2025
Q4 		$530K Buy
+5,724
New +$543K 0.44% 62

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

Elm3 Financial Group's PKB Position: Q1 2026 in Review

Elm3 Financial Group increased its Invesco Building & Construction ETF (PKB) stake by 5.2% in Q1 2026, buying an estimated $30.4K and bringing the position to 6,023 shares worth $588K. The position accounts for 0.5% of the portfolio, ranked #54.

Elm3 Financial Group first reported a position in PKB in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • Elm3 Financial Group held 6,023 shares of Invesco Building & Construction ETF worth $588K as of Q1 2026.
  • Elm3 Financial Group bought 299 Invesco Building & Construction ETF shares in Q1 2026, an estimated $30.4K.
  • Invesco Building & Construction ETF made up 0.5% of Elm3 Financial Group's portfolio in Q1 2026, its #54 holding.
  • Elm3 Financial Group first reported a position in Invesco Building & Construction ETF in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.