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

Beto Financial Group’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 Q2	$275K	Buy	+10,707	New	+$281K	0.14%	131

Other funds holding PBTP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Beto Financial Group's PBTP Position: Q2 2026 in Review

Beto Financial Group opened a new position in Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2026: 10,707 shares worth $275K. The stake represents 0.14% of the portfolio and ranks #131 among its holdings.

28 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

Beto Financial Group held 10,707 shares of Invesco 0-5 Yr US TIPS ETF worth $275K as of Q2 2026.
Invesco 0-5 Yr US TIPS ETF was a new Beto Financial Group position in Q2 2026.
Invesco 0-5 Yr US TIPS ETF made up 0.14% of Beto Financial Group's portfolio in Q2 2026, its #131 holding.
28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.