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

Western Financial Corp’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	$240K	Buy	2,141 +36	+2%	+$3.8K	0.07%	120
2026 Q1	$205K	Buy	+2,105	New	+$214K	0.08%	123
2025 Q1	–	Sell	-5,046	Closed	-$382K	–	132
2024 Q4	$382K	Sell	5,046 -63	-1%	-$5.13K	0.21%	101
2024 Q3	$407K	Sell	5,109 -257	-5%	-$18.7K	0.23%	91
2024 Q2	$364K	Sell	5,366 -72	-1%	-$5.07K	0.22%	88
2024 Q1	$407K	Sell	5,438 -1,053	-16%	-$69.8K	0.25%	83
2023 Q4	$410K	Sell	6,491 -359	-5%	-$19.5K	0.27%	88
2023 Q3	$346K	Buy	6,850 +528	+8%	+$28.6K	0.25%	94
2023 Q2	$344K	Sell	6,322 -258	-4%	-$12.4K	0.23%	95
2023 Q1	$302K	Buy	+6,580	New	+$292K	0.21%	104

Other funds holding PKB

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Western Financial Corp's PKB Position: Q2 2026 in Review

Western Financial Corp increased its Invesco Building & Construction ETF (PKB) stake by 1.7% in Q2 2026, buying an estimated $3.8K and bringing the position to 2,141 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #120.

Western Financial Corp first reported a position in PKB in Q1 2023 and has held it in 10 quarters since. The position peaked at $410K in Q4 2023. 108 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

Western Financial Corp held 2,141 shares of Invesco Building & Construction ETF worth $240K as of Q2 2026.
Western Financial Corp bought 36 Invesco Building & Construction ETF shares in Q2 2026, an estimated $3.8K.
Invesco Building & Construction ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #120 holding.
Western Financial Corp first reported a position in Invesco Building & Construction ETF in Q1 2023 and has held it in 10 quarters since.
Western Financial Corp's Invesco Building & Construction ETF position peaked at $410K in Q4 2023.
108 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.