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Spire Wealth Management’s Invesco Building & Construction ETF PKB Stock Holding History

Spire Wealth Management’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 		$52.4K Sell
468
-26
-5% -$2.74K ﹤0.01% 1169
2026
Q1 		$48.2K Sell
494
-101
-17% -$10.3K ﹤0.01% 1177
2025
Q4 		$55.1K Buy
595
+24
+4% +$2.28K ﹤0.01% 1147
2025
Q3 		$54.6K Sell
571
-284
-33% -$25.2K ﹤0.01% 1205
2025
Q2 		$68.7K Sell
855
-59
-6% -$4.36K ﹤0.01% 1102
2025
Q1 		$61.6K Buy
914
+99
+12% +$7.31K ﹤0.01% 1209
2024
Q4 		$61.7K Buy
815
+654
+406% +$53.3K ﹤0.01% 1204
2024
Q3 		$12.8K Hold
161
– – ﹤0.01% 1572
2024
Q2 		$10.9K Hold
161
– – ﹤0.01% 1614
2024
Q1 		$12.1K Hold
161
– – ﹤0.01% 1664
2023
Q4 		$10.1K Sell
161
-24
-13% -$1.3K ﹤0.01% 1757
2023
Q3 		$9.34K Hold
185
– – ﹤0.01% 1756
2023
Q2 		$10.1K Sell
185
-925
-83% -$44.6K ﹤0.01% 1815
2023
Q1 		$50.9K Buy
1,110
+925
+500% +$41.1K ﹤0.01% 1197
2022
Q4 		$8K Sell
185
-3,634
-95% -$147K ﹤0.01% 1707
2022
Q3 		$142K Sell
3,819
-455
-11% -$18.4K 0.01% 611
2022
Q2 		$158K Buy
4,274
+4,031
+1,659% +$164K 0.01% 850
2022
Q1 		$10K Sell
243
-18,439
-99% -$868K ﹤0.01% 2040
2021
Q4 		$1.02M Buy
18,682
+18,585
+19,160% +$962K 0.02% 460
2021
Q3 		$5K Buy
97
+21
+28% +$1.05K ﹤0.01% 2291
2021
Q2 		$4K Sell
76
-341
-82% -$17.4K ﹤0.01% 2374
2021
Q1 		$21K Buy
+417
New +$19K ﹤0.01% 2131

Other funds holding PKB

GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Spire Wealth Management's PKB Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco Building & Construction ETF (PKB) stake by 5.3% in Q2 2026, selling an estimated $2.74K and leaving 468 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Spire Wealth Management first reported a position in PKB in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q4 2021. 13 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • Spire Wealth Management held 468 shares of Invesco Building & Construction ETF worth $52.4K as of Q2 2026.
  • Spire Wealth Management sold 26 Invesco Building & Construction ETF shares in Q2 2026, an estimated $2.74K.
  • Invesco Building & Construction ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1169 holding.
  • Spire Wealth Management first reported a position in Invesco Building & Construction ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Invesco Building & Construction ETF position peaked at $1.02M in Q4 2021.
  • 13 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.