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Independent Financial Group’s Invesco Building & Construction ETF PKB Stock Holding History

Independent Financial Group’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 		$2.32M Buy
20,675
+902
+5% +$95.2K 0.04% 412
2026
Q1 		$1.93M Buy
19,773
+5,559
+39% +$564K 0.04% 414
2025
Q4 		$1.32M Buy
14,214
+936
+7% +$88.8K 0.03% 528
2025
Q3 		$1.27M Buy
13,278
+2,078
+19% +$185K 0.03% 535
2025
Q2 		$900K Hold
11,200
– – 0.02% 577
2025
Q1 		$754K Buy
11,200
+4,754
+74% +$351K 0.03% 563
2024
Q4 		$488K Buy
6,446
+136
+2% +$11.1K 0.02% 696
2024
Q3 		$502K Sell
6,310
-295
-4% -$21.5K 0.02% 649
2024
Q2 		$448K Sell
6,605
-28
-0.4% -$1.97K 0.02% 651
2024
Q1 		$497K Sell
6,633
-41
-0.6% -$2.72K 0.02% 587
2023
Q4 		$421K Sell
6,674
-147
-2% -$7.97K 0.02% 605
2023
Q3 		$344K Sell
6,821
-182
-3% -$9.87K 0.02% 607
2023
Q2 		$381K Buy
7,003
+1,031
+17% +$49.7K 0.03% 553
2023
Q1 		$274K Buy
+5,972
New +$265K 0.02% 642
2022
Q1 		– Sell
-6,281
Closed -$343K – 842
2021
Q4 		$343K Sell
6,281
-298
-5% -$15.4K 0.03% 542
2021
Q3 		$312K Buy
6,579
+79
+1% +$3.94K 0.03% 517
2021
Q2 		$322K Buy
6,500
+24
+0.4% +$1.22K 0.03% 516
2021
Q1 		$318K Buy
6,476
+81
+1% +$3.7K 0.04% 451
2020
Q4 		$263K Sell
6,395
-313
-5% -$12.3K 0.04% 454
2020
Q3 		$243K Buy
+6,708
New +$230K 0.05% 400

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 Financial Group's PKB Position: Q2 2026 in Review

Independent Financial Group increased its Invesco Building & Construction ETF (PKB) stake by 4.6% in Q2 2026, buying an estimated $95.2K and bringing the position to 20,675 shares worth $2.32M. The position accounts for 0.04% of the portfolio, ranked #412.

Independent Financial Group first reported a position in PKB in Q3 2020 and has held it in 20 quarters since. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • Independent Financial Group held 20,675 shares of Invesco Building & Construction ETF worth $2.32M as of Q2 2026.
  • Independent Financial Group bought 902 Invesco Building & Construction ETF shares in Q2 2026, an estimated $95.2K.
  • Invesco Building & Construction ETF made up 0.04% of Independent Financial Group's portfolio in Q2 2026, its #412 holding.
  • Independent Financial Group first reported a position in Invesco Building & Construction ETF in Q3 2020 and has held it in 20 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.