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American Planning Services’s Invesco Short Term Treasury ETF TBLL Stock Holding History

American Planning Services’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$518K Hold
4,900
– – 0.41% 30
2024
Q2 		$517K Hold
4,900
– – 0.36% 31
2024
Q1 		$517K Hold
4,900
– – 0.37% 23
2023
Q4 		$517K Hold
4,900
– – 0.4% 18
2023
Q3 		$517K Hold
4,900
– – 0.34% 19
2023
Q2 		$517K Hold
4,900
– – 0.34% 20
2023
Q1 		$517K Buy
+4,900
New +$517K 0.35% 16

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

American Planning Services's TBLL Position: Q3 2024 in Review

American Planning Services held its Invesco Short Term Treasury ETF (TBLL) position steady in Q3 2024 at 4,900 shares worth $518K. The position accounts for 0.41% of the portfolio, ranked #30.

American Planning Services first reported a position in TBLL in Q1 2023 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold TBLL as of Q3 2024.

  • American Planning Services held 4,900 shares of Invesco Short Term Treasury ETF worth $518K as of Q3 2024.
  • American Planning Services left its Invesco Short Term Treasury ETF share count unchanged in Q3 2024.
  • Invesco Short Term Treasury ETF made up 0.41% of American Planning Services's portfolio in Q3 2024, its #30 holding.
  • American Planning Services first reported a position in Invesco Short Term Treasury ETF in Q1 2023 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.