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

MinichMacGregor 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
Q3 		– Sell
-3,443
Closed -$386K – 170
2026
Q2 		$386K Buy
3,443
+138
+4% +$14.6K 0.06% 93
2026
Q1 		$322K Buy
+3,305
New +$336K 0.06% 93
2025
Q1 		– Sell
-4,887
Closed -$370K – 140
2024
Q4 		$370K Buy
4,887
+23
+0.5% +$1.87K 0.08% 84
2024
Q3 		$387K Sell
4,864
-427
-8% -$31.1K 0.08% 75
2024
Q2 		$359K Sell
5,291
-21
-0.4% -$1.48K 0.09% 73
2024
Q1 		$392K Sell
5,312
-490
-8% -$32.5K 0.1% 70
2023
Q4 		$366K Sell
5,802
-1,206
-17% -$65.4K 0.11% 67
2023
Q3 		$354K Sell
7,008
-227
-3% -$12.3K 0.12% 65
2023
Q2 		$393K Buy
7,235
+77
+1% +$3.71K 0.12% 65
2023
Q1 		$328K Buy
+7,158
New +$318K 0.11% 67
2022
Q1 		– Sell
-7,659
Closed -$417K – 101
2021
Q4 		$417K Sell
7,659
-1,163
-13% -$60.2K 0.13% 63
2021
Q3 		$417K Sell
8,822
-19
-0.2% -$947 0.14% 53
2021
Q2 		$438K Sell
8,841
-662
-7% -$33.7K 0.15% 55
2021
Q1 		$466K Buy
9,503
+3,066
+48% +$140K 0.17% 56
2020
Q4 		$264K Buy
+6,437
New +$253K 0.11% 67

Other funds holding PKB

Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MinichMacGregor Wealth Management's PKB Position: Q3 2026 in Review

MinichMacGregor Wealth Management sold out of Invesco Building & Construction ETF (PKB) in Q3 2026, closing a stake of 3,443 shares — an estimated $386K sold.

MinichMacGregor Wealth Management first reported a position in PKB in Q4 2020 and held it in 15 quarters. The position peaked at $466K in Q1 2021. 7 funds tracked by Wall St. Rank hold PKB as of Q3 2026.

  • MinichMacGregor Wealth Management reported no remaining Invesco Building & Construction ETF position as of Q3 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,443 Invesco Building & Construction ETF shares in Q3 2026, an estimated $386K.
  • MinichMacGregor Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2020 and held it in 15 quarters.
  • MinichMacGregor Wealth Management's Invesco Building & Construction ETF position peaked at $466K in Q1 2021.
  • 7 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.