SPC
PKB icon

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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sigma Planning Corp's PKB Position: Q1 2026 in Review

Sigma Planning Corp increased its Invesco Building & Construction ETF (PKB) stake by 11% in Q1 2026, buying an estimated $48K and bringing the position to 4,625 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #880.

Sigma Planning Corp first reported a position in PKB in Q4 2016 and has held it in 9 quarters since. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • Sigma Planning Corp held 4,625 shares of Invesco Building & Construction ETF worth $451K as of Q1 2026.
  • Sigma Planning Corp bought 473 Invesco Building & Construction ETF shares in Q1 2026, an estimated $48K.
  • Invesco Building & Construction ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #880 holding.
  • Sigma Planning Corp first reported a position in Invesco Building & Construction ETF in Q4 2016 and has held it in 9 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.