Accel Wealth Management PKB INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON ETF

Ownership history in Accel Wealth Management  ·  18 quarters on record

AI Ownership Summary

Accel Wealth Management reported INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON ETF (PKB) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q4. The latest visible filing shows PKB at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PKB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accel Wealth Management's position in INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PKB was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accel Wealth Management held PKB — position size vs. price
% of Fund (quarterly)    PKB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,149 -998 -10.9% 0.21% $795K 2026-04-08 $103.18
2025 Q4 ADDED 9,147 +1,639 +21.8% 0.23% $847K 2026-01-20 $99.37
2025 Q3 ADDED 7,508 +1,260 +20.2% 0.21% $718K 2025-10-08 $95.62
2025 Q2 ADDED 6,248 +940 +17.7% 0.17% $502K 2025-07-22 $83.47
2025 Q1 ADDED 5,308 +490 +10.2% 0.13% $357K 2025-04-10 $65.48
2024 Q4 ADDED 4,818 +55 +1.2% 0.14% $365K 2025-01-21 $82.50
2024 Q3 ADDED 4,763 +18 +0.4% 0.14% $379K 2024-10-15 $81.15
2024 Q2 ADDED 4,745 +1,112 +30.6% 0.13% $322K 2024-07-12 $71.02
2024 Q1 ADDED 3,633 +3,311 +1028.3% 0.12% $272K 2024-04-19 $66.91
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Accel Wealth Management and PKB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accel Wealth Management reported owning PKB?

Accel Wealth Management reported PKB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PKB position in Accel Wealth Management's portfolio?

The largest reported portfolio weight for PKB was 0.23% in 2025 Q4.

What is the latest reported PKB position on this page?

The most recent filing on this page is 2026 Q1, when Accel Wealth Management reported 8,149 shares, equal to 0.21% of portfolio, with an estimated market value of $795K.

What does the chart on this PKB ownership page compare?

The chart compares Accel Wealth Management's quarterly PKB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Accel Wealth Management time their PKB position?

Based on 13F filing dates vs. subsequent PKB price moves, Accel Wealth Management correctly timed 10 out of 12 reported position changes (83%). The annualised alpha on PKB relative to SPY over the holding period was +1.8%.

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