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

SOA 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 		$536K Buy
4,788
+5
+0.1% +$528 0.09% 122
2026
Q1 		$467K Buy
4,783
+2
+0% +$203 0.09% 123
2025
Q4 		$443K Buy
4,781
+1
+0% +$95 0.07% 132
2025
Q3 		$457K Buy
4,780
+1
+0% +$89 0.08% 133
2025
Q2 		$384K Buy
4,779
+4
+0.1% +$295 0.07% 138
2025
Q1 		$321K Buy
4,775
+1
+0% +$74 0.07% 146
2024
Q4 		$362K Sell
4,774
-358
-7% -$29.2K 0.07% 137
2024
Q3 		$408K Buy
5,132
+4
+0.1% +$291 0.08% 124
2024
Q2 		$348K Sell
5,128
-40
-0.8% -$2.81K 0.07% 131
2024
Q1 		$387K Buy
5,168
+2
+0% +$132 0.08% 124
2023
Q4 		$326K Buy
5,166
+4
+0.1% +$217 0.07% 132
2023
Q3 		$260K Buy
5,162
+5
+0.1% +$271 0.06% 143
2023
Q2 		$280K Buy
5,157
+7
+0.1% +$338 0.07% 138
2023
Q1 		$236K Buy
5,150
+1,635
+47% +$72.7K 0.06% 139
2022
Q4 		$143K Sell
3,515
-1,842
-34% -$74.6K 0.04% 186
2022
Q3 		$199K Buy
5,357
+13
+0.2% +$527 0.06% 145
2022
Q2 		$197K Buy
5,344
+3
+0.1% +$122 0.06% 145
2022
Q1 		$229K Sell
5,341
-310
-5% -$14.6K 0.06% 148
2021
Q4 		$306K Buy
5,651
+1,142
+25% +$59.1K 0.07% 128
2021
Q3 		$213K Buy
4,509
+973
+28% +$48.5K 0.05% 150
2021
Q2 		$175K Buy
3,536
+48
+1% +$2.44K 0.05% 164
2021
Q1 		$171K Buy
3,488
+494
+16% +$22.6K 0.05% 151
2020
Q4 		$138K Buy
+2,994
New +$118K 0.04% 164

Other funds holding PKB

RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

SOA Wealth Advisors increased its Invesco Building & Construction ETF (PKB) stake by 0.1% in Q2 2026, buying an estimated $528 and bringing the position to 4,788 shares worth $536K. The position accounts for 0.09% of the portfolio, ranked #122.

SOA Wealth Advisors first reported a position in PKB in Q4 2020 and has held it in 23 quarters since. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • SOA Wealth Advisors held 4,788 shares of Invesco Building & Construction ETF worth $536K as of Q2 2026.
  • SOA Wealth Advisors bought 5 Invesco Building & Construction ETF shares in Q2 2026, an estimated $528.
  • Invesco Building & Construction ETF made up 0.09% of SOA Wealth Advisors's portfolio in Q2 2026, its #122 holding.
  • SOA Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q4 2020 and has held it in 23 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.