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

Capital Investment 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
2024
Q4 		– Sell
-202
Closed -$5.16K – 984
2024
Q3 		$5.16K Hold
202
– – ﹤0.01% 896
2024
Q2 		$5.05K Hold
202
– – ﹤0.01% 871
2024
Q1 		$5.06K Hold
202
– – ﹤0.01% 864
2023
Q4 		$5.03K Hold
202
– – ﹤0.01% 884
2023
Q3 		$4.93K Hold
202
– – ﹤0.01% 844
2023
Q2 		$4.95K Hold
202
– – ﹤0.01% 796
2023
Q1 		$5.04K Hold
202
– – ﹤0.01% 785
2022
Q4 		$4.93K Hold
202
– – ﹤0.01% 789
2022
Q3 		$5K Hold
202
– – ﹤0.01% 732
2022
Q2 		$5K Hold
202
– – ﹤0.01% 759
2022
Q1 		$5K Buy
+202
New +$5.33K ﹤0.01% 779

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Investment Advisory Services's PBTP Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q4 2024, closing a stake of 202 shares — an estimated $5.16K sold.

Capital Investment Advisory Services first reported a position in PBTP in Q1 2022 and held it in 11 quarters. The position peaked at $5.16K in Q3 2024. 28 funds tracked by Wall St. Rank hold PBTP as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 202 Invesco 0-5 Yr US TIPS ETF shares in Q4 2024, an estimated $5.16K.
  • Capital Investment Advisory Services first reported a position in Invesco 0-5 Yr US TIPS ETF in Q1 2022 and held it in 11 quarters.
  • Capital Investment Advisory Services's Invesco 0-5 Yr US TIPS ETF position peaked at $5.16K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.