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Atria Wealth Solutions’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-9,610
Closed -$249K – 1779
2025
Q1 		$249K Buy
9,610
+1,046
+12% +$26.9K ﹤0.01% 1592
2024
Q4 		$218K Sell
8,564
-248
-3% -$6.32K ﹤0.01% 1776
2024
Q3 		$225K Buy
8,812
+143
+2% +$3.62K ﹤0.01% 1704
2024
Q2 		$217K Buy
8,669
+569
+7% +$14.3K ﹤0.01% 1717
2024
Q1 		$203K Sell
8,100
-4,790
-37% -$120K ﹤0.01% 1828
2023
Q4 		$321K Hold
12,890
– – ﹤0.01% 1448
2023
Q3 		$315K Buy
+12,890
New +$316K ﹤0.01% 1391

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Wealth Solutions's PBTP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2025, closing a stake of 9,610 shares — an estimated $249K sold.

Atria Wealth Solutions first reported a position in PBTP in Q3 2023 and held it in 7 quarters. The position peaked at $321K in Q4 2023. 31 funds tracked by Wall St. Rank hold PBTP as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,610 Invesco 0-5 Yr US TIPS ETF shares in Q2 2025, an estimated $249K.
  • Atria Wealth Solutions first reported a position in Invesco 0-5 Yr US TIPS ETF in Q3 2023 and held it in 7 quarters.
  • Atria Wealth Solutions's Invesco 0-5 Yr US TIPS ETF position peaked at $321K in Q4 2023.
  • 31 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.