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

Wealthcare Advisory Partners’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 Q3	$379K	Sell	4,181 -1,613	-28%	-$161K	0.01%	825
2026 Q2	$649K	Buy	5,794 +808	+16%	+$85.3K	0.01%	637
2026 Q1	$486K	Sell	4,986 -730	-13%	-$74.1K	0.01%	707
2025 Q4	$529K	Sell	5,716 -4,237	-43%	-$402K	0.01%	681
2025 Q3	$952K	Buy	9,953 +6,561	+193%	+$583K	0.02%	511
2025 Q2	$273K	Sell	3,392 -1,296	-28%	-$95.7K	0.01%	824
2025 Q1	$316K	Sell	4,688 -1,959	-29%	-$145K	0.01%	727
2024 Q4	$503K	Sell	6,647 -581	-8%	-$47.3K	0.01%	566
2024 Q3	$575K	Sell	7,228 -180	-2%	-$13.1K	0.02%	537
2024 Q2	$502K	Sell	7,408 -1,448	-16%	-$102K	0.02%	538
2024 Q1	$663K	Sell	8,856 -3,030	-25%	-$201K	0.02%	488
2023 Q4	$750K	Sell	11,886 -6,646	-36%	-$360K	0.03%	393
2023 Q3	$935K	Buy	18,532 +1,787	+11%	+$96.9K	0.04%	293
2023 Q2	$911K	Buy	16,745 +574	+4%	+$27.7K	0.04%	309
2023 Q1	$742K	Buy	+16,171	New	+$719K	0.03%	362
2018 Q4	–	Sell	-200	Closed	-$6K	–	1260
2018 Q3	$6K	Hold	200	–	–	﹤0.01%	959
2018 Q2	$6K	Hold	200	–	–	﹤0.01%	951
2018 Q1	$6K	Buy	+200	New	+$6.6K	﹤0.01%	809

Other funds holding PKB

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return

Wealthcare Advisory Partners's PKB Position: Q3 2026 in Review

Wealthcare Advisory Partners reduced its Invesco Building & Construction ETF (PKB) stake by 28% in Q3 2026, selling an estimated $161K and leaving 4,181 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #825.

Wealthcare Advisory Partners first reported a position in PKB in Q1 2018 and has held it in 18 quarters since. The position peaked at $952K in Q3 2025. 11 funds tracked by Wall St. Rank hold PKB as of Q3 2026.

Wealthcare Advisory Partners held 4,181 shares of Invesco Building & Construction ETF worth $379K as of Q3 2026.
Wealthcare Advisory Partners sold 1,613 Invesco Building & Construction ETF shares in Q3 2026, an estimated $161K.
Invesco Building & Construction ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #825 holding.
Wealthcare Advisory Partners first reported a position in Invesco Building & Construction ETF in Q1 2018 and has held it in 18 quarters since.
Wealthcare Advisory Partners's Invesco Building & Construction ETF position peaked at $952K in Q3 2025.
11 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.