Invesco Building & ConstructPKBETF

13F holders, Q2 2025 (June 30)
80holders +5
13new positions
9sold out
1famous investor
$80.35avg. 13F price*

At the end of Q2 2025, 80 institutions reported holding Invesco Building & Construct (PKB) in their 13F filings, up 5 from Q1 2025. 13 opened new positions and 9 sold out. The largest holders were LPL Financial LLC ($13.0M), Morgan Stanley ($7.9M) and Bank of America Corp. ($4.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$1.4M
Exits9$3.1M

All 13F filers, Q1 2025 → Q2 2025: 40,007 shares bought and 417,756 shares sold, net −377,749 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

LPL Financial LLC 0.00% Reduce -22.1% 161,506 $13.0M
Morgan Stanley 0.00% Reduce -12.7% 98,035 $7.9M
Bank of America Corp. 0.00% Reduce -75.8% 53,020 $4.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.8% 52,542 $4.2M
Avantax Advisory Services, Inc. 0.02% Add +14.8% 50,795 $4.1M
Truist Financial Corp. 0.01% Reduce -0.3% 42,734 $3.4M
Wells Fargo & Company 0.00% Reduce -34.6% 40,920 $3.3M
Royal Bank of Canada 0.00% Add +43.0% 30,983 $2.5M
MAI Capital Management 0.02% Reduce -1.9% 29,346 $2.4M
Great Diamond Partners, LLC 0.45% Reduce -1.6% 26,738 $2.1M
Ameriprise Financial Inc. 0.00% Reduce -12.3% 26,188 $2.1M
Raymond James Financial Inc. 0.00% Reduce -23.5% 19,932 $1.6M
UBS Group AG 0.00% Reduce -0.9% 19,400 $1.6M
Kestra Advisory Services, LLC 0.01% Reduce -9.4% 18,853 $1.5M
DAVENPORT & Co LLC 0.01% Add +3.1% 17,265 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -7.5% 12,689 $1.0M
Jones Financial Companies LLLP 0.00% Add +13.0% 11,924 $962K
Independent Financial Group, LLC 0.02% No change 11,200 $900K
Silver Oak Securities, Incorporated 0.07% Add +0.8% 11,012 $885K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -20.5% 10,213 $821K
Ibex Wealth Advisors 0.08% Reduce -16.0% 9,077 $729K
Envestnet Asset Management Inc. 0.00% Add +36.7% 9,041 $726K
Commonwealth Equity Services, LLC 0.00% Reduce -17.0% 8,726 $701K
Goldman Sachs Group Inc. 0.00% Reduce -82.6% 8,229 $661K
Cetera Investment Advisers 0.00% Reduce -5.4% 7,117 $572K
EP Wealth Advisors, LLC 0.00% Reduce -42.3% 6,855 $551K
Accel Wealth Management 0.17% Add +17.7% 6,248 $502K
MML Investors Services, LLC 0.00% Add +16.9% 5,818 $468K
BNP Paribas Financial Markets 0.00% Reduce -61.3% 5,800 $466K
HighTower Advisors, LLC 0.00% Reduce -17.0% 5,749 $462K
NewEdge Advisors, LLC 0.00% Reduce -3.8% 5,504 $442K
Mariner, LLC 0.00% Add +5.3% 5,301 $426K
&partners 0.00% Reduce -8.4% 4,961 $399K
FMR LLC 0.00% Reduce -2.9% 4,796 $385K
SOA Wealth Advisors, LLC. 0.07% Add +0.1% 4,779 $384K
KKM Financial LLC 0.11% No change 3,843 $309K
Choreo, LLC 0.00% No change 3,692 $297K
WMG Financial Advisors, LLC 0.11% Reduce -5.0% 3,684 $296K
Carr Financial Group Corp 0.09% Reduce -30.7% 3,649 $293K
PNC Financial Services Group, Inc. 0.00% No change 3,630 $292K
Private Advisor Group, LLC 0.00% Reduce -0.9% 3,435 $276K
Wealthcare Advisory Partners LLC 0.01% Reduce -27.6% 3,392 $273K
PFG Investments, LLC 0.02% Reduce -1.4% 3,282 $264K
Beacon Pointe Advisors, LLC 0.00% Reduce -43.6% 3,226 $259K
Stifel Financial Corp. 0.00% Reduce -5.0% 3,199 $257K
Focus Financial Network, Inc. 0.01% Add +3.8% 3,162 $254K
Citadel Advisors 0.00% Reduce -87.9% 3,074 $247K
Susquehanna International Group, LLP 0.00% Reduce -83.3% 2,969 $239K
Summit Financial, LLC 0.01% New 2,935 $236K
Northwest Financial Advisors 0.32% New 2,854 $229K
Sigma Planning Corp 0.01% New 2,646 $213K
Founders Financial Securities LLC 0.02% New 2,629 $211K
Janney Montgomery Scott LLC 0.00% New 2,611 $210K
Farther Finance Advisors, LLC 0.00% New 1,500 $121K
Global Retirement Partners, LLC 0.00% — 920 $74K
Spire Wealth Management 0.00% Reduce -6.5% 855 $69K
Franklin Resources Inc. 0.00% Add +9.0% 810 $65K
Colonial Trust Co / SC 0.01% New 793 $64K
Elevation Point Wealth Partners, LLC 0.00% New 660 $53K
Private Trust Co. NA 0.00% No change 586 $47K
Comerica Bank 0.00% New 530 $43K
GPS Wealth Strategies Group, LLC 0.00% No change 387 $31K
Advisors Preferred, LLC 0.00% New 318 $26K
Crowley Wealth Management, Inc. 0.02% No change 307 $25K
MGB Wealth Management, LLC 0.01% No change 250 $20K
Russell Investments Group, Ltd. 0.00% No change 200 $16K
Harbour Investments, Inc. 0.00% No change 155 $12K
IAG Wealth Partners, LLC 0.00% No change 127 $10K
Evermay Wealth Management LLC 0.00% No change 125 $10K
Howe & Rusling Inc. 0.00% No change 90 $7K
Principal Securities, Inc. 0.00% No change 56 $5K
US Bancorp \de 0.00% No change 51 $4K
CoreCap Advisors, LLC 0.00% No change 45 $4K
AE Wealth Management LLC 0.00% No change 45 $4K
O'shaughnessy Asset Management, LLC 0.00% New 25 $2K
Capital Investment Counsel, Inc 0.00% No change 14 $1K
Cwm, LLC 0.00% No change 14 $1K
Peterson Wealth Services 0.00% No change 4 $321
Tower Research Capital LLC (TRC) 0.00% New 4 $321
Total Investment Management Inc. 0.00% New 3 $242

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