Annex Advisory Services
PBTP icon

Annex Advisory Services’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Annex Advisory Services’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
2026
Q3 		$90M Buy
+3,535,772
New +$90.7M 1.47% 17

Other funds holding PBTP

IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Annex Advisory Services's PBTP Position: Q3 2026 in Review

Annex Advisory Services opened a new position in Invesco 0-5 Yr US TIPS ETF (PBTP) in Q3 2026: 3,535,772 shares worth $90M. The stake represents 1.47% of the portfolio and ranks #17 among its holdings.

2 funds tracked by Wall St. Rank hold PBTP as of Q3 2026.

  • Annex Advisory Services held 3,535,772 shares of Invesco 0-5 Yr US TIPS ETF worth $90M as of Q3 2026.
  • Invesco 0-5 Yr US TIPS ETF was a new Annex Advisory Services position in Q3 2026.
  • Invesco 0-5 Yr US TIPS ETF made up 1.47% of Annex Advisory Services's portfolio in Q3 2026, its #17 holding.
  • 2 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.