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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
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

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

MinichMacGregor Wealth Management's PKB Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Invesco Building & Construction ETF (PKB) stake by 4.2% in Q2 2026, buying an estimated $14.6K and bringing the position to 3,443 shares worth $386K. The position accounts for 0.06% of the portfolio, ranked #93.

MinichMacGregor Wealth Management first reported a position in PKB in Q4 2020 and has held it in 15 quarters since. The position peaked at $466K in Q1 2021. 13 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • MinichMacGregor Wealth Management held 3,443 shares of Invesco Building & Construction ETF worth $386K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 138 Invesco Building & Construction ETF shares in Q2 2026, an estimated $14.6K.
  • Invesco Building & Construction ETF made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #93 holding.
  • MinichMacGregor Wealth Management first reported a position in Invesco Building & Construction ETF in Q4 2020 and has held it in 15 quarters since.
  • MinichMacGregor Wealth Management's Invesco Building & Construction ETF position peaked at $466K in Q1 2021.
  • 13 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.