Centerpoint Advisory Group’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Centerpoint Advisory 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 Q1	$307K	Sell	11,756 -1,688	-13%	-$44K	0.23%	81
2025 Q4	$348K	Sell	13,444 -2,358	-15%	-$61.7K	0.27%	72
2025 Q3	$413K	Sell	15,802 -99	-0.6%	-$2.59K	0.32%	67
2025 Q2	$413K	Sell	15,901 -114	-0.7%	-$2.97K	0.36%	63
2025 Q1	$416K	Sell	16,015 -221	-1%	-$5.69K	0.41%	60
2024 Q4	$412K	Buy	+16,236	New	+$413K	0.4%	56

Other funds holding PBTP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

SFS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KFS

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

Centerpoint Advisory Group's PBTP Position: Q1 2026 in Review

Centerpoint Advisory Group reduced its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 13% in Q1 2026, selling an estimated $44K and leaving 11,756 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #81.

Centerpoint Advisory Group first reported a position in PBTP in Q4 2024 and has held it in 6 quarters since. The position peaked at $416K in Q1 2025. 24 funds tracked by Wall St. Rank hold PBTP as of Q1 2026.

Centerpoint Advisory Group held 11,756 shares of Invesco 0-5 Yr US TIPS ETF worth $307K as of Q1 2026.
Centerpoint Advisory Group sold 1,688 Invesco 0-5 Yr US TIPS ETF shares in Q1 2026, an estimated $44K.
Invesco 0-5 Yr US TIPS ETF made up 0.23% of Centerpoint Advisory Group's portfolio in Q1 2026, its #81 holding.
Centerpoint Advisory Group first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
Centerpoint Advisory Group's Invesco 0-5 Yr US TIPS ETF position peaked at $416K in Q1 2025.
24 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.