Ownership history in Accel Wealth Management · 17 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in INVESCO EXCHANGE TRADED FD TR DYNMC BLDG CON ETF (PKB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 9,147 | +1,639 | +21.8% | 0.23% | $847K | $92.59 |
| 2025 Q3 | ADDED | 7,508 | +1,260 | +20.2% | 0.21% | $718K | $95.56 |
| 2025 Q2 | ADDED | 6,248 | +940 | +17.7% | 0.17% | $502K | $80.30 |
| 2025 Q1 | ADDED | 5,308 | +490 | +10.2% | 0.13% | $357K | $67.24 |
| 2024 Q4 | ADDED | 4,818 | +55 | +1.2% | 0.14% | $365K | $75.61 |
| 2024 Q3 | ADDED | 4,763 | +18 | +0.4% | 0.14% | $379K | $79.43 |
| 2024 Q2 | ADDED | 4,745 | +1,112 | +30.6% | 0.13% | $322K | $67.62 |
| 2024 Q1 | ADDED | 3,633 | +3,311 | +1028.3% | 0.12% | $272K | $74.60 |
| 2023 Q1 | UNCHANGED | 322 | — | 0% | 0.01% | $15K | $45.57 |
| 2022 Q4 | ADDED | 322 | +1 | +0.3% | 0.01% | $13K | $40.49 |
As of 2025 Q4 — sorted by position size