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Great Diamond Partners’s Invesco Building & Construction ETF PKB Stock Holding History

Great Diamond 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
2026
Q2 		$2.86M Buy
25,482
+175
+0.7% +$18.5K 0.49% 63
2026
Q1 		$2.47M Sell
25,307
-1,151
-4% -$117K 0.48% 69
2025
Q4 		$2.45M Sell
26,458
-142
-0.5% -$13.5K 0.47% 66
2025
Q3 		$2.54M Sell
26,600
-138
-0.5% -$12.3K 0.49% 59
2025
Q2 		$2.15M Sell
26,738
-435
-2% -$32.1K 0.45% 65
2025
Q1 		$1.83M Buy
27,173
+695
+3% +$51.3K 0.5% 62
2024
Q4 		$2M Sell
26,478
-27
-0.1% -$2.2K 0.52% 57
2024
Q3 		$2.11M Sell
26,505
-855
-3% -$62.2K 0.54% 52
2024
Q2 		$1.86M Sell
27,360
-1,386
-5% -$97.5K 0.44% 63
2024
Q1 		$2.15M Buy
28,746
+51
+0.2% +$3.38K 0.49% 57
2023
Q4 		$1.81M Buy
28,695
+49
+0.2% +$2.65K 0.45% 57
2023
Q3 		$1.45M Buy
28,646
+684
+2% +$37.1K 0.39% 66
2023
Q2 		$1.52M Buy
+27,962
New +$1.35M 0.4% 66
2022
Q2 		– Sell
-23,737
Closed -$1.02M – 221
2022
Q1 		$1.02M Buy
23,737
+2,531
+12% +$119K 0.28% 83
2021
Q4 		$1.16M Buy
21,206
+83
+0.4% +$4.29K 0.3% 76
2021
Q3 		$1M Buy
21,123
+930
+5% +$46.3K 0.27% 83
2021
Q2 		$1M Sell
20,193
-1,686
-8% -$85.9K 0.28% 83
2021
Q1 		$1.07M Buy
21,879
+6,559
+43% +$299K 0.33% 72
2020
Q4 		$630K Buy
+15,320
New +$602K 0.2% 92

Other funds holding PKB

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BWM
Braeburn Wealth Management Muskegon, Michigan $233M AUM
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Great Diamond Partners's PKB Position: Q2 2026 in Review

Great Diamond Partners increased its Invesco Building & Construction ETF (PKB) stake by 0.69% in Q2 2026, buying an estimated $18.5K and bringing the position to 25,482 shares worth $2.86M. The position accounts for 0.49% of the portfolio, ranked #63.

Great Diamond Partners first reported a position in PKB in Q4 2020 and has held it in 19 quarters since. 38 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • Great Diamond Partners held 25,482 shares of Invesco Building & Construction ETF worth $2.86M as of Q2 2026.
  • Great Diamond Partners bought 175 Invesco Building & Construction ETF shares in Q2 2026, an estimated $18.5K.
  • Invesco Building & Construction ETF made up 0.49% of Great Diamond Partners's portfolio in Q2 2026, its #63 holding.
  • Great Diamond Partners first reported a position in Invesco Building & Construction ETF in Q4 2020 and has held it in 19 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.