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

MGB 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
2025
Q4 		$23.1K Hold
250
– – 0.01% 283
2025
Q3 		$23.9K Hold
250
– – 0.01% 283
2025
Q2 		$20.1K Hold
250
– – 0.01% 281
2025
Q1 		$16.8K Hold
250
– – 0.01% 270
2024
Q4 		$18.9K Hold
250
– – 0.01% 260
2024
Q3 		$19.9K Hold
250
– – 0.01% 253
2024
Q2 		$17.8K Hold
250
– – 0.01% 254
2024
Q1 		$18.7K Hold
250
– – 0.01% 242
2023
Q4 		$15.8K Buy
+250
New +$13.5K 0.01% 239

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

MGB Wealth Management's PKB Position: Q4 2025 in Review

MGB Wealth Management held its Invesco Building & Construction ETF (PKB) position steady in Q4 2025 at 250 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #283.

MGB Wealth Management first reported a position in PKB in Q4 2023 and has held it in 9 quarters since. The position peaked at $23.9K in Q3 2025. 90 funds tracked by Wall St. Rank hold PKB as of Q4 2025.

  • MGB Wealth Management held 250 shares of Invesco Building & Construction ETF worth $23.1K as of Q4 2025.
  • MGB Wealth Management left its Invesco Building & Construction ETF share count unchanged in Q4 2025.
  • Invesco Building & Construction ETF made up 0.01% of MGB Wealth Management's portfolio in Q4 2025, its #283 holding.
  • MGB Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Invesco Building & Construction ETF position peaked at $23.9K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.