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Evermay Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

Evermay 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
Q1 		$12.2K Hold
125
– – ﹤0.01% 441
2025
Q4 		$11.6K Hold
125
– – ﹤0.01% 430
2025
Q3 		$12K Hold
125
– – ﹤0.01% 429
2025
Q2 		$10K Hold
125
– – ﹤0.01% 447
2025
Q1 		$8.42K Hold
125
– – ﹤0.01% 457
2024
Q4 		$9.46K Hold
125
– – ﹤0.01% 452
2024
Q3 		$9.95K Hold
125
– – ﹤0.01% 463
2024
Q2 		$8.48K Buy
+125
New +$8.8K ﹤0.01% 468

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

Evermay Wealth Management's PKB Position: Q1 2026 in Review

Evermay Wealth Management held its Invesco Building & Construction ETF (PKB) position steady in Q1 2026 at 125 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Evermay Wealth Management first reported a position in PKB in Q2 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • Evermay Wealth Management held 125 shares of Invesco Building & Construction ETF worth $12.2K as of Q1 2026.
  • Evermay Wealth Management left its Invesco Building & Construction ETF share count unchanged in Q1 2026.
  • Invesco Building & Construction ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #441 holding.
  • Evermay Wealth Management first reported a position in Invesco Building & Construction ETF in Q2 2024 and has held it in 8 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.