Peterson Wealth Services’s Invesco Building & Construction ETF PKB Stock Holding History

Peterson Wealth Services’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 Q1	$390	Hold	4	–	–	﹤0.01%	214
2025 Q4	$370	Sell	4 -263	-99%	-$25K	﹤0.01%	217
2025 Q3	$382	Buy	267 +263	+6,575%	+$23.4K	﹤0.01%	214
2025 Q2	$321	Hold	4	–	–	﹤0.01%	219
2025 Q1	$269	Hold	4	–	–	﹤0.01%	204
2024 Q4	$303	Hold	4	–	–	﹤0.01%	214
2024 Q3	$318	Buy	+4	New	+$291	﹤0.01%	215

Other funds holding PKB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Peterson Wealth Services's PKB Position: Q1 2026 in Review

Peterson Wealth Services held its Invesco Building & Construction ETF (PKB) position steady in Q1 2026 at 4 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Peterson Wealth Services first reported a position in PKB in Q3 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

Peterson Wealth Services held 4 shares of Invesco Building & Construction ETF worth $390 as of Q1 2026.
Peterson Wealth Services left its Invesco Building & Construction ETF share count unchanged in Q1 2026.
Invesco Building & Construction ETF made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #214 holding.
Peterson Wealth Services first reported a position in Invesco Building & Construction ETF in Q3 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.