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

Northwest Financial 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	$320K	Hold	2,854	–	–	0.04%	63
2026 Q1	$278K	Hold	2,854	–	–	0.54%	53
2025 Q4	$264K	Hold	2,854	–	–	0.54%	52
2025 Q3	$273K	Hold	2,854	–	–	0.35%	74
2025 Q2	$229K	Buy	+2,854	New	+$211K	0.32%	83
2025 Q1	–	Sell	-2,854	Closed	-$216K	–	124
2024 Q4	$216K	Hold	2,854	–	–	0.18%	108
2024 Q3	$227K	Buy	+2,854	New	+$208K	0.18%	89
2024 Q2	–	Sell	-2,854	Closed	-$214K	–	94
2024 Q1	$214K	Hold	2,854	–	–	0.23%	82
2023 Q4	$180K	Buy	+2,854	New	+$155K	0.15%	92

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

Northwest Financial Advisors's PKB Position: Q2 2026 in Review

Northwest Financial Advisors held its Invesco Building & Construction ETF (PKB) position steady in Q2 2026 at 2,854 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #63.

Northwest Financial Advisors first reported a position in PKB in Q4 2023 and has held it in 9 quarters since. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

Northwest Financial Advisors held 2,854 shares of Invesco Building & Construction ETF worth $320K as of Q2 2026.
Northwest Financial Advisors left its Invesco Building & Construction ETF share count unchanged in Q2 2026.
Invesco Building & Construction ETF made up 0.04% of Northwest Financial Advisors's portfolio in Q2 2026, its #63 holding.
Northwest Financial Advisors first reported a position in Invesco Building & Construction ETF in Q4 2023 and has held it in 9 quarters since.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.