NewEdge Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

NewEdge 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
2026 Q2	$83.3K	Sell	743 -4,370	-85%	-$461K	﹤0.01%	2990
2026 Q1	$499K	Sell	5,113 -391	-7%	-$39.7K	﹤0.01%	1992
2025 Q4	$510K	Hold	5,504	–	–	﹤0.01%	1951
2025 Q3	$526K	Hold	5,504	–	–	﹤0.01%	1774
2025 Q2	$442K	Sell	5,504 -219	-4%	-$16.2K	﹤0.01%	1770
2025 Q1	$385K	Buy	5,723 +185	+3%	+$13.7K	﹤0.01%	1741
2024 Q4	$419K	Hold	5,538	–	–	﹤0.01%	1662
2024 Q3	$441K	Buy	5,538 +650	+13%	+$47.3K	﹤0.01%	1548
2024 Q2	$331K	Sell	4,888 -405	-8%	-$28.5K	﹤0.01%	1664
2024 Q1	$396K	Hold	5,293	–	–	﹤0.01%	1481
2023 Q4	$334K	Buy	5,293 +333	+7%	+$18K	﹤0.01%	1497
2023 Q3	$250K	Hold	4,960	–	–	﹤0.01%	1515
2023 Q2	$270K	Buy	4,960 +4,100	+477%	+$198K	﹤0.01%	1500
2023 Q1	$39.4K	Sell	860 -972	-53%	-$43.2K	﹤0.01%	2095
2022 Q4	$39.7K	Buy	+1,832	New	+$74.2K	﹤0.01%	1815
2022 Q1	–	Sell	-5,560	Closed	-$303K	–	1500
2021 Q4	$303K	Buy	+5,560	New	+$288K	﹤0.01%	1325
2017 Q3	–	Sell	-630	Closed	-$18.8K	–	916
2017 Q2	$18.8K	Buy	+630	New	+$18.5K	﹤0.01%	762

Other funds holding PKB

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NewEdge Advisors's PKB Position: Q2 2026 in Review

NewEdge Advisors reduced its Invesco Building & Construction ETF (PKB) stake by 85% in Q2 2026, selling an estimated $461K and leaving 743 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2990.

NewEdge Advisors first reported a position in PKB in Q2 2017 and has held it in 17 quarters since. The position peaked at $526K in Q3 2025. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

NewEdge Advisors held 743 shares of Invesco Building & Construction ETF worth $83.3K as of Q2 2026.
NewEdge Advisors sold 4,370 Invesco Building & Construction ETF shares in Q2 2026, an estimated $461K.
Invesco Building & Construction ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2990 holding.
NewEdge Advisors first reported a position in Invesco Building & Construction ETF in Q2 2017 and has held it in 17 quarters since.
NewEdge Advisors's Invesco Building & Construction ETF position peaked at $526K in Q3 2025.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.