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
2026 Q2	$2.16M	Buy	+19,316	New	+$2.04M	0.47%	51
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

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

Outlook Wealth Advisors's PKB Position: Q2 2026 in Review

Outlook Wealth Advisors opened a new position in Invesco Building & Construction ETF (PKB) in Q2 2026: 19,316 shares worth $2.16M. The stake represents 0.47% of the portfolio and ranks #51 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in PKB as recently as Q1 2025.

Outlook Wealth Advisors first reported a position in PKB in Q2 2024 and has held it in 5 quarters since. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

Outlook Wealth Advisors held 19,316 shares of Invesco Building & Construction ETF worth $2.16M as of Q2 2026.
Invesco Building & Construction ETF was a new Outlook Wealth Advisors position in Q2 2026.
Invesco Building & Construction ETF made up 0.47% of Outlook Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Outlook Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q2 2024 and has held it in 5 quarters since.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.