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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
Q2 		– Sell
-3,040
Closed -$297K – 1470
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

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Independent Advisor Alliance's PKB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Building & Construction ETF (PKB) in Q2 2026, closing a stake of 3,040 shares — an estimated $297K sold.

Independent Advisor Alliance first reported a position in PKB in Q4 2024 and held it in 2 quarters. The position peaked at $297K in Q1 2026. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Invesco Building & Construction ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,040 Invesco Building & Construction ETF shares in Q2 2026, an estimated $297K.
  • Independent Advisor Alliance first reported a position in Invesco Building & Construction ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Invesco Building & Construction ETF position peaked at $297K in Q1 2026.
  • 108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.