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Regatta Research & Money Management’s Invesco Building & Construction ETF PKB Stock Holding History

Regatta Research & Money 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 		$26.3K Buy
+235
New +$24.8K 0.02% 374

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Regatta Research & Money Management's PKB Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco Building & Construction ETF (PKB) in Q2 2026: 235 shares worth $26.3K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings.

82 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • Regatta Research & Money Management held 235 shares of Invesco Building & Construction ETF worth $26.3K as of Q2 2026.
  • Invesco Building & Construction ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco Building & Construction ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #374 holding.
  • 82 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.