Global Retirement Partners’s Invesco Building & Construction ETF PKB Stock Holding History

Global Retirement Partners’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
2025 Q4	$111K	Buy	1,203 +283	+31%	+$26.8K	﹤0.01%	1844
2025 Q3	$88K	Hold	920	–	–	﹤0.01%	1577
2025 Q2	$74K	Buy	+920	New	+$67.9K	﹤0.01%	1572
2024 Q4	$64.3K	Buy	849 +21	+3%	+$1.71K	﹤0.01%	1498
2024 Q3	$65.9K	Sell	828 -1,071	-56%	-$77.9K	﹤0.01%	1425
2024 Q2	$129K	Sell	1,899 -350	-16%	-$24.6K	﹤0.01%	1070
2024 Q1	$168K	Buy	2,249 +495	+28%	+$32.8K	0.01%	855
2023 Q4	$108K	Buy	1,754 +334	+24%	+$18.1K	﹤0.01%	998
2023 Q3	$70.3K	Sell	1,420 -3,675	-72%	-$199K	﹤0.01%	1088
2023 Q2	$277K	Buy	5,095 +4,751	+1,381%	+$229K	0.01%	589
2023 Q1	$16.3K	Hold	344	–	–	﹤0.01%	1725
2022 Q4	$14K	Hold	344	–	–	﹤0.01%	1631
2022 Q3	$14K	Hold	344	–	–	﹤0.01%	1546
2022 Q2	$13K	Hold	344	–	–	﹤0.01%	1530
2022 Q1	$14K	Hold	344	–	–	﹤0.01%	1500
2021 Q4	$19K	Hold	344	–	–	0.01%	125
2021 Q3	$16K	Hold	344	–	–	﹤0.01%	1282
2021 Q2	$17K	Hold	344	–	–	﹤0.01%	1238
2021 Q1	$17K	Hold	344	–	–	﹤0.01%	1152
2020 Q4	$14K	Hold	344	–	–	﹤0.01%	1165
2020 Q3	$12K	Hold	344	–	–	﹤0.01%	1095
2020 Q2	$10K	Hold	344	–	–	﹤0.01%	1117
2020 Q1	$8K	Hold	344	–	–	﹤0.01%	1105
2019 Q4	$11K	Hold	344	–	–	﹤0.01%	1137
2019 Q3	$11K	Hold	344	–	–	﹤0.01%	1099
2019 Q2	$11K	Hold	344	–	–	﹤0.01%	1084
2019 Q1	$10K	Hold	344	–	–	﹤0.01%	1060
2018 Q4	$8K	Sell	344 -2,025	-85%	-$52.9K	﹤0.01%	1035
2018 Q3	$70K	Hold	2,369	–	–	0.02%	485
2018 Q2	$72K	Hold	2,369	–	–	0.02%	452
2018 Q1	$74K	Hold	2,369	–	–	0.02%	434
2017 Q4	$82K	Buy	2,369 +2,025	+589%	+$67.2K	0.02%	402
2017 Q3	$11K	Hold	344	–	–	﹤0.01%	804
2017 Q2	$10K	Hold	344	–	–	﹤0.01%	791
2017 Q1	$10K	Hold	344	–	–	0.01%	750
2016 Q4	$10K	Buy	+344	New	+$9.2K	0.01%	696

Other funds holding PKB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Global Retirement Partners's PKB Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco Building & Construction ETF (PKB) stake by 31% in Q4 2025, buying an estimated $26.8K and bringing the position to 1,203 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Global Retirement Partners first reported a position in PKB in Q4 2016 and has held it in 36 quarters since. The position peaked at $277K in Q2 2023. 90 funds tracked by Wall St. Rank hold PKB as of Q4 2025.

Global Retirement Partners held 1,203 shares of Invesco Building & Construction ETF worth $111K as of Q4 2025.
Global Retirement Partners bought 283 Invesco Building & Construction ETF shares in Q4 2025, an estimated $26.8K.
Invesco Building & Construction ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1844 holding.
Global Retirement Partners first reported a position in Invesco Building & Construction ETF in Q4 2016 and has held it in 36 quarters since.
Global Retirement Partners's Invesco Building & Construction ETF position peaked at $277K in Q2 2023.
90 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.