Institute for Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

Institute for Wealth Management’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	$127K	Buy	+1,129	New	+$119K	0.01%	626
2020 Q1	–	Sell	-978	Closed	-$32K	–	598
2019 Q4	$32K	Buy	+978	New	+$32.7K	0.01%	539

Other funds holding PKB

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Institute for Wealth Management's PKB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Building & Construction ETF (PKB) in Q2 2026: 1,129 shares worth $127K. The stake represents 0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in PKB as recently as Q4 2019.

Institute for Wealth Management first reported a position in PKB in Q4 2019 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

Institute for Wealth Management held 1,129 shares of Invesco Building & Construction ETF worth $127K as of Q2 2026.
Invesco Building & Construction ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco Building & Construction ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #626 holding.
Institute for Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2019 and has held it in 2 quarters since.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.