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Mount Yale Investment Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-660
Closed -$53K – 1351
2025
Q2 		$53K Buy
+660
New +$48.7K ﹤0.01% 802

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Northwestern Mutual Wealth Management
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Cetera Investment Advisers
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Bank of America
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Mount Yale Investment Advisors's PKB Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Invesco Building & Construction ETF (PKB) in Q3 2025, closing a stake of 660 shares — an estimated $53K sold.

Mount Yale Investment Advisors first reported a position in PKB in Q2 2025 and held it in 1 quarter. The position peaked at $53K in Q2 2025. 85 funds tracked by Wall St. Rank hold PKB as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Invesco Building & Construction ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 660 Invesco Building & Construction ETF shares in Q3 2025, an estimated $53K.
  • Mount Yale Investment Advisors first reported a position in Invesco Building & Construction ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Invesco Building & Construction ETF position peaked at $53K in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.