Invesco Building & ConstructPKBETF

13F holders, Q4 2024 (December 31)
92holders +7
15new positions
6sold out
$75.82avg. 13F price*

At the end of Q4 2024, 92 institutions reported holding Invesco Building & Construct (PKB) in their 13F filings, up 7 from Q3 2024. 15 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($79.7M), HighTower Advisors, LLC ($34.6M) and Morgan Stanley ($26.4M).

Company
Invesco Building & Construct
CUSIP
46137V779
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 74Q1 2024Q2 2024: 79Q2 2024Q3 2024: 85Q3 2024Q4 2024: 92Q4 2024Q1 2025: 75Q1 2025Q2 2025: 80Q2 2025Q3 2025: 85Q3 2025Q4 2025: 89Q4 2025Q1 2026: 101Q1 2026Q2 2026: 107Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions15$4.5M
Exits6$981K

All 13F filers, Q3 2024 → Q4 2024: 404,062 shares bought and 142,506 shares sold, net +261,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

Bank of America Corp. 0.01% Add +25.2% 1,052,742 $79.7M
HighTower Advisors, LLC 0.05% Reduce -0.1% 456,682 $34.6M
Morgan Stanley 0.00% Reduce -22.2% 348,193 $26.4M
LPL Financial LLC 0.01% Add +21.4% 236,837 $17.9M
Raymond James Financial Inc. 0.01% — 180,296 $13.7M
Royal Bank of Canada 0.00% Add +1.8% 128,352 $9.7M
Wells Fargo & Company 0.00% Reduce -6.2% 94,536 $7.2M
Northwestern Mutual Wealth Management Co. 0.00% Add +64.9% 61,414 $4.6M
UBS Group AG 0.00% Add +41.4% 48,106 $3.6M
Stifel Financial Corp. 0.00% Reduce -2.2% 43,181 $3.3M
Truist Financial Corp. 0.01% Reduce -1.9% 42,865 $3.2M
Apollon Wealth Management, LLC 0.07% Add +11.8% 40,792 $3.1M
Ameriprise Financial Inc. 0.00% Add +15.0% 34,305 $2.9M
MAI Capital Management 0.02% Reduce -0.1% 29,461 $2.2M
Great Diamond Partners, LLC 0.52% Reduce -0.1% 26,478 $2.0M
Nilsine Partners, LLC 0.19% Reduce -1.8% 23,007 $1.7M
Janney Montgomery Scott LLC 0.00% New 21,986 $1.7M
Fig Financial Advisory Services Inc. 1.11% — 21,590 $1.6M
Envestnet Asset Management Inc. 0.00% Add +151.3% 19,743 $1.5M
Cambridge Investment Research Advisors, Inc. 0.01% Add +27.9% 19,571 $1.5M
Kestra Advisory Services, LLC 0.01% Add +149.7% 18,385 $1.4M
Osaic Holdings, Inc. 0.00% Add +44.5% 16,676 $1.3M
DAVENPORT & Co LLC 0.01% Add +1.9% 16,667 $1.3M
Outlook Wealth Advisors, LLC 0.31% Reduce -5.0% 14,126 $1.1M
Baird Financial Group, Inc. 0.00% Reduce -11.8% 13,970 $1.1M
EP Wealth Advisors, LLC 0.01% No change 12,086 $915K
Ibex Wealth Advisors 0.10% New 11,484 $869K
Commonwealth Equity Services, LLC 0.00% Add +6.2% 10,475 $793K
Private Advisor Group, LLC 0.00% Reduce -0.5% 9,067 $687K
Jones Financial Companies LLLP 0.00% Add +61.5% 8,865 $671K
Mariner, LLC 0.00% Add +31.7% 7,231 $547K
Wealthcare Advisory Partners LLC 0.01% Reduce -8.0% 6,647 $503K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.2% 6,565 $497K
Independent Financial Group, LLC 0.02% Add +2.2% 6,446 $488K
KKM Financial LLC 0.19% No change 6,061 $459K
Carr Financial Group Corp 0.13% Reduce -7.1% 5,633 $426K
NewEdge Advisors, LLC 0.00% No change 5,538 $419K
FMR LLC 0.00% Add +0.5% 5,243 $397K
&partners 0.00% New 5,084 $391K
Western Financial Corp 0.21% Reduce -1.2% 5,046 $382K
MinichMacGregor Wealth Management, LLC 0.08% Add +0.5% 4,887 $370K
Accel Wealth Management 0.14% Add +1.1% 4,818 $365K
SOA Wealth Advisors, LLC. 0.07% Reduce -7.0% 4,774 $362K
Susquehanna International Group, LLP 0.00% New 4,638 $351K
Cetera Investment Advisers 0.00% Add +3.8% 4,501 $341K
Founders Financial Securities LLC 0.03% New 4,422 $335K
Prospera Financial Services Inc 0.01% Reduce -72.9% 4,243 $322K
Summit Financial, LLC 0.01% New 4,162 $315K
Choreo, LLC 0.00% No change 3,692 $280K
PNC Financial Services Group, Inc. 0.00% No change 3,630 $275K
MML Investors Services, LLC 0.00% Add +34.7% 3,598 $272K
Focus Financial Network, Inc. 0.01% Add +2.3% 3,585 $271K
WMG Financial Advisors, LLC 0.11% Add +6.6% 3,510 $266K
Independent Advisor Alliance 0.00% New 3,390 $257K
Beacon Pointe Advisors, LLC 0.00% Reduce -43.6% 3,226 $244K
Jane Street Group, LLC 0.00% New 3,199 $242K
PFG Investments, LLC 0.02% Add +9.0% 3,198 $242K
Private Advisory Group LLC 0.03% Reduce -3.7% 3,155 $239K
Goldman Sachs Group Inc. 0.00% No change 2,880 $218K
Northwest Financial Advisors 0.18% No change 2,854 $216K
Steward Partners Investment Advisory, LLC 0.00% No change 1,700 $129K
Global Retirement Partners, LLC 0.00% Add +2.5% 849 $64K
Bank of Montreal 0.00% New 822 $62K
Spire Wealth Management 0.00% Add +406.2% 815 $62K
Franklin Resources Inc. 0.00% Add +0.1% 743 $56K
Private Trust Co. NA 0.00% No change 586 $44K
GPS Wealth Strategies Group, LLC 0.00% No change 368 $28K
ZynergyRetirementPlanningLLC 0.02% No change 339 $27K
Crowley Wealth Management, Inc. 0.02% — 307 $23K
Global Trust Asset Management, LLC 0.01% Reduce -75.5% 300 $23K
Venturi Wealth Management, LLC 0.00% New 300 $23K
MGB Wealth Management, LLC 0.01% No change 250 $19K
Russell Investments Group, Ltd. 0.00% No change 200 $15K
Parallel Advisors, LLC 0.00% No change 185 $14K
Harbour Investments, Inc. 0.00% No change 155 $12K
Wilmington Savings Fund Society, FSB 0.00% New 140 $11K
IAG Wealth Partners, LLC 0.00% New 127 $10K
Riggs Asset Managment Co. Inc. 0.00% New 126 $10K
Evermay Wealth Management LLC 0.00% No change 125 $9K
Coppell Advisory Solutions LLC 0.00% Reduce -58.2% 109 $8K
Concourse Financial Group Securities, Inc. 0.00% No change 100 $8K
Principal Securities, Inc. 0.00% Add +43.6% 56 $4K
US Bancorp \de 0.00% No change 51 $4K
CoreCap Advisors, LLC 0.00% Reduce -38.4% 45 $3K
AE Wealth Management LLC 0.00% New 45 $3K
Qube Research & Technologies Ltd 0.00% No change 39 $3K
O'shaughnessy Asset Management, LLC 0.00% No change 25 $2K
Capital Investment Counsel, Inc 0.00% No change 14 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 19 $1K
Cwm, LLC 0.00% Reduce -91.0% 14 $1K
Comerica Bank 0.00% Reduce -99.5% 13 $984
Peterson Wealth Services 0.00% No change 4 $303

"% of holder's portfolio" is PKB's weight in each manager's 13F, not the share of Invesco Building & Construct the manager owns.