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Belpointe Asset Management’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Belpointe Asset Management’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
2023
Q1 		– Sell
-3,492
Closed -$85.2K – 3818
2022
Q4 		$85.2K Buy
+3,492
New +$85.8K 0.01% 1330

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
DC
Destiny Capital Golden, Colorado $188M AUM 14.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Belpointe Asset Management's PBTP Position: Q1 2023 in Review

Belpointe Asset Management sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2023, closing a stake of 3,492 shares — an estimated $85.2K sold.

Belpointe Asset Management first reported a position in PBTP in Q4 2022 and held it in 1 quarter. The position peaked at $85.2K in Q4 2022. 36 funds tracked by Wall St. Rank hold PBTP as of Q1 2023.

  • Belpointe Asset Management reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,492 Invesco 0-5 Yr US TIPS ETF shares in Q1 2023, an estimated $85.2K.
  • Belpointe Asset Management first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Belpointe Asset Management's Invesco 0-5 Yr US TIPS ETF position peaked at $85.2K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2023.

Based on Belpointe Asset Management's 13F filing for Q1 2023, filed 15 May 2023.