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 Q3	$620K	Sell	6,830 -438	-6%	-$43.6K	0.05%	146
2026 Q2	$814K	Sell	7,268 -178	-2%	-$18.8K	0.06%	133
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IBEX Wealth Advisors's PKB Position: Q3 2026 in Review

IBEX Wealth Advisors reduced its Invesco Building & Construction ETF (PKB) stake by 6% in Q3 2026, selling an estimated $43.6K and leaving 6,830 shares worth $620K. The position accounts for 0.05% of the portfolio, ranked #146.

IBEX Wealth Advisors first reported a position in PKB in Q3 2021 and has held it in 13 quarters since. The position peaked at $869K in Q4 2024. 34 funds tracked by Wall St. Rank hold PKB as of Q3 2026.

IBEX Wealth Advisors held 6,830 shares of Invesco Building & Construction ETF worth $620K as of Q3 2026.
IBEX Wealth Advisors sold 438 Invesco Building & Construction ETF shares in Q3 2026, an estimated $43.6K.
Invesco Building & Construction ETF made up 0.05% of IBEX Wealth Advisors's portfolio in Q3 2026, its #146 holding.
IBEX Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q3 2021 and has held it in 13 quarters since.
IBEX Wealth Advisors's Invesco Building & Construction ETF position peaked at $869K in Q4 2024.
34 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.