Western Financial Corp
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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
Q3 		– Sell
-2,141
Closed -$240K – 148
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

Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Western Financial Corp's PKB Position: Q3 2026 in Review

Western Financial Corp sold out of Invesco Building & Construction ETF (PKB) in Q3 2026, closing a stake of 2,141 shares — an estimated $240K sold.

Western Financial Corp first reported a position in PKB in Q1 2023 and held it in 10 quarters. The position peaked at $410K in Q4 2023. 12 funds tracked by Wall St. Rank hold PKB as of Q3 2026.

  • Western Financial Corp reported no remaining Invesco Building & Construction ETF position as of Q3 2026 after selling out during the quarter.
  • Western Financial Corp sold 2,141 Invesco Building & Construction ETF shares in Q3 2026, an estimated $240K.
  • Western Financial Corp first reported a position in Invesco Building & Construction ETF in Q1 2023 and held it in 10 quarters.
  • Western Financial Corp's Invesco Building & Construction ETF position peaked at $410K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.