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Steward Partners Investment Advisory’s Invesco Building & Construction ETF PKB Stock Holding History

Steward Partners Investment Advisory’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 		$70.6K Buy
724
+226
+45% +$22.9K ﹤0.01% 2593
2025
Q4 		$46.1K Buy
+498
New +$47.2K ﹤0.01% 2713
2025
Q1 		– Sell
-1,700
Closed -$129K – 4124
2024
Q4 		$129K Hold
1,700
– – ﹤0.01% 1852
2024
Q3 		$135K Sell
1,700
-990
-37% -$72K ﹤0.01% 1723
2024
Q2 		$182K Buy
2,690
+540
+25% +$38K ﹤0.01% 1486
2024
Q1 		$161K Buy
2,150
+1,850
+617% +$123K ﹤0.01% 1532
2023
Q4 		$18.9K Buy
+300
New +$16.3K ﹤0.01% 2434
2020
Q3 		– Sell
-150
Closed -$5K – 2821
2020
Q2 		$5K Hold
150
– – ﹤0.01% 2282
2020
Q1 		$3K Hold
150
– – ﹤0.01% 2229
2019
Q4 		$4K Hold
150
– – ﹤0.01% 2311
2019
Q3 		$4K Sell
150
-45
-23% -$1.41K ﹤0.01% 2309
2019
Q2 		$6K Buy
+195
New +$5.75K ﹤0.01% 2168
2018
Q4 		– Sell
-445
Closed -$13K – 1761
2018
Q3 		$13K Hold
445
– – ﹤0.01% 1770
2018
Q2 		$14K Hold
445
– – ﹤0.01% 1623
2018
Q1 		$13K Sell
445
-181
-29% -$5.98K ﹤0.01% 1492
2017
Q4 		$21K Sell
626
-521
-45% -$17.3K ﹤0.01% 1100
2017
Q3 		$35K Hold
1,147
– – ﹤0.01% 784
2017
Q2 		$34K Buy
1,147
+35
+3% +$1.03K ﹤0.01% 728
2017
Q1 		$32K Buy
+1,112
New +$31.9K ﹤0.01% 649

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

Steward Partners Investment Advisory's PKB Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco Building & Construction ETF (PKB) stake by 45% in Q1 2026, buying an estimated $22.9K and bringing the position to 724 shares worth $70.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

Steward Partners Investment Advisory first reported a position in PKB in Q1 2017 and has held it in 19 quarters since. The position peaked at $182K in Q2 2024. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

  • Steward Partners Investment Advisory held 724 shares of Invesco Building & Construction ETF worth $70.6K as of Q1 2026.
  • Steward Partners Investment Advisory bought 226 Invesco Building & Construction ETF shares in Q1 2026, an estimated $22.9K.
  • Invesco Building & Construction ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2593 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Building & Construction ETF in Q1 2017 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's Invesco Building & Construction ETF position peaked at $182K in Q2 2024.
  • 101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.