EWA
PKB icon

EP Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

EP Wealth Advisors’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 		$733K Sell
6,537
-204
-3% -$21.5K ﹤0.01% 866
2026
Q1 		$658K Hold
6,741
– – ﹤0.01% 790
2025
Q4 		$624K Buy
+6,741
New +$640K ﹤0.01% 775
2025
Q2 		$551K Sell
6,855
-5,021
-42% -$371K ﹤0.01% 747
2025
Q1 		$800K Sell
11,876
-210
-2% -$15.5K 0.01% 555
2024
Q4 		$915K Hold
12,086
– – 0.01% 526
2024
Q3 		$962K Hold
12,086
– – 0.01% 506
2024
Q2 		$820K Hold
12,086
– – 0.01% 424
2024
Q1 		$905K Hold
12,086
– – 0.01% 394
2023
Q4 		$763K Hold
12,086
– – 0.01% 413
2023
Q3 		$610K Buy
12,086
+10,264
+563% +$556K 0.01% 426
2023
Q2 		$657K Sell
1,822
-17,732
-91% -$855K 0.01% 409
2023
Q1 		$362K Buy
19,554
+7,698
+65% +$342K 0.01% 456
2022
Q4 		$484K Hold
11,856
– – 0.01% 383
2022
Q3 		$441K Hold
11,856
– – 0.01% 285
2022
Q2 		$439K Hold
11,856
– – 0.01% 397
2022
Q1 		$509K Sell
11,856
-2,135
-15% -$101K 0.01% 381
2021
Q4 		$763K Hold
13,991
– – 0.02% 291
2021
Q3 		$663K Sell
13,991
-448
-3% -$22.3K 0.02% 290
2021
Q2 		$716K Sell
14,439
-4,649
-24% -$237K 0.02% 281
2021
Q1 		$937K Buy
19,088
+131
+0.7% +$5.98K 0.03% 232
2020
Q4 		$780K Hold
18,957
– – 0.03% 211
2020
Q3 		$687K Buy
+18,957
New +$649K 0.03% 198

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

EP Wealth Advisors's PKB Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco Building & Construction ETF (PKB) stake by 3% in Q2 2026, selling an estimated $21.5K and leaving 6,537 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

EP Wealth Advisors first reported a position in PKB in Q3 2020 and has held it in 23 quarters since. The position peaked at $962K in Q3 2024. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • EP Wealth Advisors held 6,537 shares of Invesco Building & Construction ETF worth $733K as of Q2 2026.
  • EP Wealth Advisors sold 204 Invesco Building & Construction ETF shares in Q2 2026, an estimated $21.5K.
  • Invesco Building & Construction ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #866 holding.
  • EP Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q3 2020 and has held it in 23 quarters since.
  • EP Wealth Advisors's Invesco Building & Construction ETF position peaked at $962K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.