BFC Planning, Inc.’s Invesco Building & Construction ETF PKB Stock Holding History

BFC Planning, Inc.’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	$2.59M	Buy	23,094 +849	+4%	+$89.6K	0.11%	201
2026 Q1	$2.17M	Buy	22,245 +22,095	+14,730%	+$2.24M	0.1%	218
2025 Q4	$13.9K	Buy	150 +68	+83%	+$6.45K	﹤0.01%	1919
2025 Q3	$7.8K	Hold	82	–	–	﹤0.01%	2030
2025 Q2	$6.55K	Buy	82 +1	+1%	+$74	﹤0.01%	1961
2025 Q1	$5.49K	Sell	81 -26,325	-100%	-$1.94M	﹤0.01%	1993
2024 Q4	$2M	Buy	+26,406	New	+$2.15M	0.17%	108

Other funds holding PKB

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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 $468B AUM 17.69% 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

BFC Planning, Inc.'s PKB Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Building & Construction ETF (PKB) stake by 3.8% in Q2 2026, buying an estimated $89.6K and bringing the position to 23,094 shares worth $2.59M. The position accounts for 0.11% of the portfolio, ranked #201.

BFC Planning, Inc. first reported a position in PKB in Q4 2024 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

BFC Planning, Inc. held 23,094 shares of Invesco Building & Construction ETF worth $2.59M as of Q2 2026.
BFC Planning, Inc. bought 849 Invesco Building & Construction ETF shares in Q2 2026, an estimated $89.6K.
Invesco Building & Construction ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #201 holding.
BFC Planning, Inc. first reported a position in Invesco Building & Construction ETF in Q4 2024 and has held it in 7 quarters since.
109 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.