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Independent Advisor Alliance’s Invesco Building & Construction ETF PKB Stock Holding History

Independent Advisor Alliance’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 		$297K Buy
+3,040
New +$309K ﹤0.01% 1323
2025
Q1 		– Sell
-3,390
Closed -$257K – 1208
2024
Q4 		$257K Buy
+3,390
New +$276K ﹤0.01% 1197

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Independent Advisor Alliance's PKB Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Invesco Building & Construction ETF (PKB) in Q1 2026: 3,040 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PKB as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PKB in Q4 2024 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • Independent Advisor Alliance held 3,040 shares of Invesco Building & Construction ETF worth $297K as of Q1 2026.
  • Invesco Building & Construction ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Invesco Building & Construction ETF made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1323 holding.
  • Independent Advisor Alliance first reported a position in Invesco Building & Construction ETF in Q4 2024 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.