OWA
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Outlook Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

Outlook Wealth 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
Q2 		– Sell
-17,914
Closed -$1.21M – 278
2025
Q1 		$1.21M Buy
17,914
+3,788
+27% +$280K 0.34% 56
2024
Q4 		$1.07M Sell
14,126
-742
-5% -$60.4K 0.31% 59
2024
Q3 		$1.18M Buy
14,868
+684
+5% +$49.8K 0.34% 55
2024
Q2 		$1.29M Buy
+14,184
New +$998K 0.4% 45

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $520M AUM 21.84% 1-Year Est. Return