Sigma Planning Corp’s Invesco Building & Construction ETF PKB Stock Holding History

Sigma Planning Corp’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	$519K	Buy	4,628 +3	+0.1%	+$317	0.01%	898
2026 Q1	$451K	Buy	4,625 +473	+11%	+$48K	0.01%	880
2025 Q4	$384K	Buy	4,152 +361	+10%	+$34.2K	0.01%	906
2025 Q3	$362K	Buy	3,791 +1,145	+43%	+$102K	0.01%	958
2025 Q2	$213K	Buy	+2,646	New	+$195K	0.01%	1151
2018 Q1	–	Sell	-8,743	Closed	-$303K	–	902
2017 Q4	$303K	Sell	8,743 -2,517	-22%	-$83.5K	0.02%	602
2017 Q3	$353K	Buy	11,260 +137	+1%	+$4.06K	0.03%	545
2017 Q2	$332K	Buy	11,123 +12	+0.1%	+$353	0.03%	534
2017 Q1	$324K	Buy	11,111 +3,579	+48%	+$103K	0.03%	548
2016 Q4	$210K	Buy	+7,532	New	+$201K	0.02%	627

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

Sigma Planning Corp's PKB Position: Q2 2026 in Review

Sigma Planning Corp increased its Invesco Building & Construction ETF (PKB) stake by 0.06% in Q2 2026, buying an estimated $317 and bringing the position to 4,628 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #898.

Sigma Planning Corp first reported a position in PKB in Q4 2016 and has held it in 10 quarters since. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

Sigma Planning Corp held 4,628 shares of Invesco Building & Construction ETF worth $519K as of Q2 2026.
Sigma Planning Corp bought 3 Invesco Building & Construction ETF shares in Q2 2026, an estimated $317.
Invesco Building & Construction ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #898 holding.
Sigma Planning Corp first reported a position in Invesco Building & Construction ETF in Q4 2016 and has held it in 10 quarters since.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.