Summit Financial’s Invesco Building & Construction ETF PKB Stock Holding History

Summit Financial’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	$286K	Hold	2,935	–	–	﹤0.01%	1212
2025 Q4	$272K	Hold	2,935	–	–	﹤0.01%	1116
2025 Q3	$281K	Hold	2,935	–	–	﹤0.01%	1084
2025 Q2	$236K	Buy	+2,935	New	+$217K	0.01%	747
2025 Q1	–	Sell	-4,162	Closed	-$315K	–	734
2024 Q4	$315K	Buy	+4,162	New	+$339K	0.01%	528
2024 Q3	–	Sell	-4,724	Closed	-$320K	–	549
2024 Q2	$320K	Buy	+4,724	New	+$332K	0.01%	407

Other funds holding PKB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Summit Financial's PKB Position: Q1 2026 in Review

Summit Financial held its Invesco Building & Construction ETF (PKB) position steady in Q1 2026 at 2,935 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Summit Financial first reported a position in PKB in Q2 2024 and has held it in 6 quarters since. The position peaked at $320K in Q2 2024. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

Summit Financial held 2,935 shares of Invesco Building & Construction ETF worth $286K as of Q1 2026.
Summit Financial left its Invesco Building & Construction ETF share count unchanged in Q1 2026.
Invesco Building & Construction ETF made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1212 holding.
Summit Financial first reported a position in Invesco Building & Construction ETF in Q2 2024 and has held it in 6 quarters since.
Summit Financial's Invesco Building & Construction ETF position peaked at $320K in Q2 2024.
101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.