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Zynergy Retirement Planning’s Invesco Building & Construction ETF PKB Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-339
Closed -$25.7K – 82
2025
Q1 		$25.7K Hold
339
– – 0.02% 59
2024
Q4 		$27K Hold
339
– – 0.02% 53
2024
Q3 		$27K Hold
339
– – 0.02% 53
2024
Q2 		$23K Buy
+339
New +$23.9K 0.02% 61

Other funds holding PKB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Zynergy Retirement Planning's PKB Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Invesco Building & Construction ETF (PKB) in Q2 2025, closing a stake of 339 shares — an estimated $25.7K sold.

Zynergy Retirement Planning first reported a position in PKB in Q2 2024 and held it in 4 quarters. The position peaked at $27K in Q4 2024. 80 funds tracked by Wall St. Rank hold PKB as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Invesco Building & Construction ETF position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 339 Invesco Building & Construction ETF shares in Q2 2025, an estimated $25.7K.
  • Zynergy Retirement Planning first reported a position in Invesco Building & Construction ETF in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Invesco Building & Construction ETF position peaked at $27K in Q4 2024.
  • 80 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.