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 Q2	$296K	Sell	11,536 -220	-2%	-$5.78K	0.19%	92
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 $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

Centerpoint Advisory Group's PBTP Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 1.9% in Q2 2026, selling an estimated $5.78K and leaving 11,536 shares worth $296K. The position accounts for 0.19% of the portfolio, ranked #92.

Centerpoint Advisory Group first reported a position in PBTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $416K in Q1 2025. 28 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

Centerpoint Advisory Group held 11,536 shares of Invesco 0-5 Yr US TIPS ETF worth $296K as of Q2 2026.
Centerpoint Advisory Group sold 220 Invesco 0-5 Yr US TIPS ETF shares in Q2 2026, an estimated $5.78K.
Invesco 0-5 Yr US TIPS ETF made up 0.19% of Centerpoint Advisory Group's portfolio in Q2 2026, its #92 holding.
Centerpoint Advisory Group first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisory Group's Invesco 0-5 Yr US TIPS ETF position peaked at $416K in Q1 2025.
28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.