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

TFC Financial 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
2025
Q4 		– Sell
-200
Closed -$19.1K – 1037
2025
Q3 		$19.1K Buy
+200
New +$17.8K ﹤0.01% 354

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TFC Financial Management's PKB Position: Q4 2025 in Review

TFC Financial Management sold out of Invesco Building & Construction ETF (PKB) in Q4 2025, closing a stake of 200 shares — an estimated $19.1K sold.

TFC Financial Management first reported a position in PKB in Q3 2025 and held it in 1 quarter. The position peaked at $19.1K in Q3 2025. 90 funds tracked by Wall St. Rank hold PKB as of Q4 2025.

  • TFC Financial Management reported no remaining Invesco Building & Construction ETF position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 200 Invesco Building & Construction ETF shares in Q4 2025, an estimated $19.1K.
  • TFC Financial Management first reported a position in Invesco Building & Construction ETF in Q3 2025 and held it in 1 quarter.
  • TFC Financial Management's Invesco Building & Construction ETF position peaked at $19.1K in Q3 2025.
  • 90 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.