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 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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Western Financial Corp's PKB Position: Q1 2026 in Review

Western Financial Corp opened a new position in Invesco Building & Construction ETF (PKB) in Q1 2026: 2,105 shares worth $205K. The stake represents 0.08% of the portfolio and ranks #123 among its holdings. This is a return to the name: Western Financial Corp previously reported a position in PKB as recently as Q4 2024.

Western Financial Corp first reported a position in PKB in Q1 2023 and has held it in 9 quarters since. The position peaked at $410K in Q4 2023. 101 funds tracked by Wall St. Rank hold PKB as of Q1 2026.

Western Financial Corp held 2,105 shares of Invesco Building & Construction ETF worth $205K as of Q1 2026.
Invesco Building & Construction ETF was a new Western Financial Corp position in Q1 2026.
Invesco Building & Construction ETF made up 0.08% of Western Financial Corp's portfolio in Q1 2026, its #123 holding.
Western Financial Corp first reported a position in Invesco Building & Construction ETF in Q1 2023 and has held it in 9 quarters since.
Western Financial Corp's Invesco Building & Construction ETF position peaked at $410K in Q4 2023.
101 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.