Guerra Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

Guerra Advisors’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 Q3	$1.23M	Buy	+12,835	New	+$1.14M	0.45%	54

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Guerra Advisors's PKB Position: Q3 2025 in Review

Guerra Advisors opened a new position in Invesco Building & Construction ETF (PKB) in Q3 2025: 12,835 shares worth $1.23M. The stake represents 0.45% of the portfolio and ranks #54 among its holdings.

85 funds tracked by Wall St. Rank hold PKB as of Q3 2025.

Guerra Advisors held 12,835 shares of Invesco Building & Construction ETF worth $1.23M as of Q3 2025.
Invesco Building & Construction ETF was a new Guerra Advisors position in Q3 2025.
Invesco Building & Construction ETF made up 0.45% of Guerra Advisors's portfolio in Q3 2025, its #54 holding.
85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.