J.W. Cole Advisors
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J.W. Cole Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

J.W. Cole 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 		$219K Buy
2,417
+401
+20% +$40K ﹤0.01% 1457
2026
Q2 		$226K Buy
+2,016
New +$213K ﹤0.01% 1442

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Capital Asset Advisory Services
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Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
IBEX Wealth Advisors
IBEX Wealth Advisors Bedminster, New Jersey $1.29B AUM 49.29% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

J.W. Cole Advisors's PKB Position: Q3 2026 in Review

J.W. Cole Advisors increased its Invesco Building & Construction ETF (PKB) stake by 20% in Q3 2026, buying an estimated $40K and bringing the position to 2,417 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

J.W. Cole Advisors first reported a position in PKB in Q2 2026 and has held it in 2 quarters since. The position peaked at $226K in Q2 2026. 34 funds tracked by Wall St. Rank hold PKB as of Q3 2026.

  • J.W. Cole Advisors held 2,417 shares of Invesco Building & Construction ETF worth $219K as of Q3 2026.
  • J.W. Cole Advisors bought 401 Invesco Building & Construction ETF shares in Q3 2026, an estimated $40K.
  • Invesco Building & Construction ETF made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q3 2026, its #1457 holding.
  • J.W. Cole Advisors first reported a position in Invesco Building & Construction ETF in Q2 2026 and has held it in 2 quarters since.
  • J.W. Cole Advisors's Invesco Building & Construction ETF position peaked at $226K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.