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Centerpoint Advisory Group’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Centerpoint Advisory Group’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,000
Closed -$317K – 110
2025
Q3 		$317K Buy
+3,000
New +$317K 0.25% 75

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Centerpoint Advisory Group's TBLL Position: Q4 2025 in Review

Centerpoint Advisory Group sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2025, closing a stake of 3,000 shares — an estimated $317K sold.

Centerpoint Advisory Group first reported a position in TBLL in Q3 2025 and held it in 1 quarter. The position peaked at $317K in Q3 2025. 124 funds tracked by Wall St. Rank hold TBLL as of Q4 2025.

  • Centerpoint Advisory Group reported no remaining Invesco Short Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Centerpoint Advisory Group sold 3,000 Invesco Short Term Treasury ETF shares in Q4 2025, an estimated $317K.
  • Centerpoint Advisory Group first reported a position in Invesco Short Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Centerpoint Advisory Group's Invesco Short Term Treasury ETF position peaked at $317K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2025.

Based on Centerpoint Advisory Group's 13F filing for Q4 2025, filed 3 Feb 2026.