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

KKM Financial’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 		$338K Hold
3,651
– – 0.06% 144
2025
Q4 		$338K Sell
3,651
-192
-5% -$18.2K 0.06% 144
2025
Q3 		$367K Hold
3,843
– – 0.12% 111
2025
Q2 		$309K Hold
3,843
– – 0.11% 126
2025
Q1 		$259K Sell
3,843
-2,218
-37% -$164K 0.11% 128
2024
Q4 		$459K Hold
6,061
– – 0.19% 100
2024
Q3 		$482K Buy
6,061
+279
+5% +$20.3K 0.24% 86
2024
Q2 		$394K Buy
5,782
+56
+1% +$3.94K 0.19% 106
2024
Q1 		$429K Hold
5,726
– – 0.21% 102
2023
Q4 		$361K Buy
+5,726
New +$310K 0.23% 94

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

KKM Financial's PKB Position: Q1 2026 in Review

KKM Financial held its Invesco Building & Construction ETF (PKB) position steady in Q1 2026 at 3,651 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #144.

KKM Financial first reported a position in PKB in Q4 2023 and has held it in 10 quarters since. The position peaked at $482K in Q3 2024. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • KKM Financial held 3,651 shares of Invesco Building & Construction ETF worth $338K as of Q1 2026.
  • KKM Financial left its Invesco Building & Construction ETF share count unchanged in Q1 2026.
  • Invesco Building & Construction ETF made up 0.06% of KKM Financial's portfolio in Q1 2026, its #144 holding.
  • KKM Financial first reported a position in Invesco Building & Construction ETF in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's Invesco Building & Construction ETF position peaked at $482K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.