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Total Investment Management’s Invesco Building & Construction ETF PKB Stock Holding History

Total Investment 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
Q3 		– Sell
-3
Closed -$242 – 642
2025
Q2 		$242 Buy
+3
New +$221 ﹤0.01% 792

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Total Investment Management's PKB Position: Q3 2025 in Review

Total Investment Management sold out of Invesco Building & Construction ETF (PKB) in Q3 2025, closing a stake of 3 shares — an estimated $242 sold.

Total Investment Management first reported a position in PKB in Q2 2025 and held it in 1 quarter. The position peaked at $242 in Q2 2025. 85 funds tracked by Wall St. Rank hold PKB as of Q3 2025.

  • Total Investment Management reported no remaining Invesco Building & Construction ETF position as of Q3 2025 after selling out during the quarter.
  • Total Investment Management sold 3 Invesco Building & Construction ETF shares in Q3 2025, an estimated $242.
  • Total Investment Management first reported a position in Invesco Building & Construction ETF in Q2 2025 and held it in 1 quarter.
  • Total Investment Management's Invesco Building & Construction ETF position peaked at $242 in Q2 2025.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.