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High Point Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

High Point Wealth Management’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 		$501K Sell
4,471
-242
-5% -$25.5K 0.41% 58
2026
Q1 		$460K Buy
4,713
+3,561
+309% +$362K 0.44% 56
2025
Q4 		$107K Buy
+1,152
New +$109K 0.1% 111

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

High Point Wealth Management's PKB Position: Q2 2026 in Review

High Point Wealth Management reduced its Invesco Building & Construction ETF (PKB) stake by 5.1% in Q2 2026, selling an estimated $25.5K and leaving 4,471 shares worth $501K. The position accounts for 0.41% of the portfolio, ranked #58.

High Point Wealth Management first reported a position in PKB in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • High Point Wealth Management held 4,471 shares of Invesco Building & Construction ETF worth $501K as of Q2 2026.
  • High Point Wealth Management sold 242 Invesco Building & Construction ETF shares in Q2 2026, an estimated $25.5K.
  • Invesco Building & Construction ETF made up 0.41% of High Point Wealth Management's portfolio in Q2 2026, its #58 holding.
  • High Point Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.