Householder Group Estate & Retirement Specialist’s Invesco Building & Construction ETF PKB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$1K	Hold	19	–	–	﹤0.01%	518
2024 Q3	$1K	Hold	19	–	–	﹤0.01%	1114
2024 Q2	$1K	Hold	19	–	–	﹤0.01%	1151
2024 Q1	$1.42K	Hold	19	–	–	﹤0.01%	1089
2023 Q4	$1K	Hold	19	–	–	﹤0.01%	1083
2023 Q3	$959	Buy	+19	New	+$1.03K	﹤0.01%	1145
2023 Q1	$1K	Buy	+19	New	+$844	﹤0.01%	1172
2022 Q4	–	Sell	-19	Closed	–	–	885
2022 Q3	$0	Buy	+19	New	+$770	﹤0.01%	1174

Other funds holding PKB

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PKB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Invesco Building & Construction ETF (PKB) position steady in Q4 2024 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Householder Group Estate & Retirement Specialist first reported a position in PKB in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.42K in Q1 2024. 91 funds tracked by Wall St. Rank hold PKB as of Q4 2024.

Householder Group Estate & Retirement Specialist held 19 shares of Invesco Building & Construction ETF worth $1K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its Invesco Building & Construction ETF share count unchanged in Q4 2024.
Invesco Building & Construction ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #518 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Building & Construction ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Building & Construction ETF position peaked at $1.42K in Q1 2024.
91 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.