AF
PBTP icon

Allworth Financial’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Allworth Financial’s Portfolio PBTP Stock Details PBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-104
Closed -$3K – 1589
2020
Q4 		$3K Buy
+104
New +$2.69K ﹤0.01% 1093

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Costello Asset Management Feasterville, Pennsylvania $289M AUM 27.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Allworth Financial's PBTP Position: Q1 2021 in Review

Allworth Financial sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2021, closing a stake of 104 shares — an estimated $3K sold.

Allworth Financial first reported a position in PBTP in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 11 funds tracked by Wall St. Rank hold PBTP as of Q1 2021.

  • Allworth Financial reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2021 after selling out during the quarter.
  • Allworth Financial sold 104 Invesco 0-5 Yr US TIPS ETF shares in Q1 2021, an estimated $3K.
  • Allworth Financial first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2020 and held it in 1 quarter.
  • Allworth Financial's Invesco 0-5 Yr US TIPS ETF position peaked at $3K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2021.

Based on Allworth Financial's 13F filing for Q1 2021, filed 29 Apr 2021.