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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Invesco Building & Construction ETF PKB Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$1.01M Sell
8,970
-203
-2% -$21.4K 0.14% 149
2026
Q1 		$895K Buy
9,173
+9,105
+13,390% +$924K 0.12% 158
2025
Q4 		$6.3K Buy
+68
New +$6.45K ﹤0.01% 1801
2025
Q1 		– Sell
-9,289
Closed -$703K – 2318
2024
Q4 		$703K Buy
9,289
+222
+2% +$18.1K 0.12% 156
2024
Q3 		$722K Buy
+9,067
New +$660K 0.11% 168

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PKB Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Invesco Building & Construction ETF (PKB) stake by 2.2% in Q2 2026, selling an estimated $21.4K and leaving 8,970 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #149.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PKB in Q3 2024 and has held it in 5 quarters since. 109 funds tracked by Wall St. Rank hold PKB as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 8,970 shares of Invesco Building & Construction ETF worth $1.01M as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 203 Invesco Building & Construction ETF shares in Q2 2026, an estimated $21.4K.
  • Invesco Building & Construction ETF made up 0.14% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #149 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Invesco Building & Construction ETF in Q3 2024 and has held it in 5 quarters since.
  • 109 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.