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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
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

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

SOA Wealth Advisors's PKB Position: Q1 2026 in Review

SOA Wealth Advisors increased its Invesco Building & Construction ETF (PKB) stake by 0.04% in Q1 2026, buying an estimated $203 and bringing the position to 4,783 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #123.

SOA Wealth Advisors first reported a position in PKB in Q4 2020 and has held it in 22 quarters since. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • SOA Wealth Advisors held 4,783 shares of Invesco Building & Construction ETF worth $467K as of Q1 2026.
  • SOA Wealth Advisors bought 2 Invesco Building & Construction ETF shares in Q1 2026, an estimated $203.
  • Invesco Building & Construction ETF made up 0.09% of SOA Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • SOA Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q4 2020 and has held it in 22 quarters since.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.