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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
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

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

EP Wealth Advisors's PKB Position: Q1 2026 in Review

EP Wealth Advisors held its Invesco Building & Construction ETF (PKB) position steady in Q1 2026 at 6,741 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

EP Wealth Advisors first reported a position in PKB in Q3 2020 and has held it in 22 quarters since. The position peaked at $962K in Q3 2024. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • EP Wealth Advisors held 6,741 shares of Invesco Building & Construction ETF worth $658K as of Q1 2026.
  • EP Wealth Advisors left its Invesco Building & Construction ETF share count unchanged in Q1 2026.
  • Invesco Building & Construction ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #790 holding.
  • EP Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q3 2020 and has held it in 22 quarters since.
  • EP Wealth Advisors's Invesco Building & Construction ETF position peaked at $962K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.