Great Diamond Partners
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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
Q3 		– Sell
-25,482
Closed -$2.86M – 257
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% +$2.66K 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% +$4.3K 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

LPL Financial
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Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Great Diamond Partners's PKB Position: Q3 2026 in Review

Great Diamond Partners sold out of Invesco Building & Construction ETF (PKB) in Q3 2026, closing a stake of 25,482 shares — an estimated $2.86M sold.

Great Diamond Partners first reported a position in PKB in Q4 2020 and held it in 19 quarters. The position peaked at $2.86M in Q2 2026. 33 funds tracked by Wall St. Rank hold PKB as of Q3 2026.

  • Great Diamond Partners reported no remaining Invesco Building & Construction ETF position as of Q3 2026 after selling out during the quarter.
  • Great Diamond Partners sold 25,482 Invesco Building & Construction ETF shares in Q3 2026, an estimated $2.86M.
  • Great Diamond Partners first reported a position in Invesco Building & Construction ETF in Q4 2020 and held it in 19 quarters.
  • Great Diamond Partners's Invesco Building & Construction ETF position peaked at $2.86M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.