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 Q2	$2.24K	Sell	20 -105	-84%	-$11.1K	﹤0.01%	590
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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Evermay Wealth Management's PKB Position: Q2 2026 in Review

Evermay Wealth Management reduced its Invesco Building & Construction ETF (PKB) stake by 84% in Q2 2026, selling an estimated $11.1K and leaving 20 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Evermay Wealth Management first reported a position in PKB in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.2K in Q1 2026. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

Evermay Wealth Management held 20 shares of Invesco Building & Construction ETF worth $2.24K as of Q2 2026.
Evermay Wealth Management sold 105 Invesco Building & Construction ETF shares in Q2 2026, an estimated $11.1K.
Invesco Building & Construction ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #590 holding.
Evermay Wealth Management first reported a position in Invesco Building & Construction ETF in Q2 2024 and has held it in 9 quarters since.
Evermay Wealth Management's Invesco Building & Construction ETF position peaked at $12.2K in Q1 2026.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.