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

IBEX Wealth 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
2026 Q1	$727K	Buy	+7,446	New	+$756K	0.07%	131
2025 Q4	–	Sell	-9,031	Closed	-$863K	–	183
2025 Q3	$863K	Sell	9,031 -46	-0.5%	-$4.09K	0.08%	128
2025 Q2	$729K	Sell	9,077 -1,729	-16%	-$128K	0.08%	131
2025 Q1	$728K	Sell	10,806 -678	-6%	-$50.1K	0.1%	109
2024 Q4	$869K	Buy	+11,484	New	+$935K	0.1%	120
2023 Q1	–	Sell	-5,335	Closed	-$218K	–	153
2022 Q4	$218K	Sell	5,335 -705	-12%	-$28.6K	0.05%	159
2022 Q3	$224K	Buy	6,040 +54	+0.9%	+$2.19K	0.06%	133
2022 Q2	$222K	Sell	5,986 -34	-0.6%	-$1.38K	0.05%	140
2022 Q1	$258K	Buy	6,020 +300	+5%	+$14.1K	0.05%	142
2021 Q4	$312K	Buy	5,720 +932	+19%	+$48.2K	0.06%	148
2021 Q3	$227K	Buy	+4,788	New	+$239K	0.04%	164

Other funds holding PKB

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

IBEX Wealth Advisors's PKB Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Invesco Building & Construction ETF (PKB) in Q1 2026: 7,446 shares worth $727K. The stake represents 0.07% of the portfolio and ranks #131 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in PKB as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in PKB in Q3 2021 and has held it in 11 quarters since. The position peaked at $869K in Q4 2024. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

IBEX Wealth Advisors held 7,446 shares of Invesco Building & Construction ETF worth $727K as of Q1 2026.
Invesco Building & Construction ETF was a new IBEX Wealth Advisors position in Q1 2026.
Invesco Building & Construction ETF made up 0.07% of IBEX Wealth Advisors's portfolio in Q1 2026, its #131 holding.
IBEX Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q3 2021 and has held it in 11 quarters since.
IBEX Wealth Advisors's Invesco Building & Construction ETF position peaked at $869K in Q4 2024.
101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.