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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
Q2 		$329K Buy
2,936
+1
+0% +$106 ﹤0.01% 1278
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

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

Summit Financial's PKB Position: Q2 2026 in Review

Summit Financial increased its Invesco Building & Construction ETF (PKB) stake by 0.03% in Q2 2026, buying an estimated $106 and bringing the position to 2,936 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Summit Financial first reported a position in PKB in Q2 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • Summit Financial held 2,936 shares of Invesco Building & Construction ETF worth $329K as of Q2 2026.
  • Summit Financial bought 1 Invesco Building & Construction ETF share in Q2 2026, an estimated $106.
  • Invesco Building & Construction ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1278 holding.
  • Summit Financial first reported a position in Invesco Building & Construction ETF in Q2 2024 and has held it in 7 quarters since.
  • 108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.