Cetera Advisor Networks’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Cetera Advisor Networks’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
2023 Q2	–	Sell	-18,399	Closed	-$459K	–	2688
2023 Q1	$459K	Buy	18,399 +585	+3%	+$14.4K	﹤0.01%	1754
2022 Q4	$434K	Buy	+17,814	New	+$438K	﹤0.01%	1750
2021 Q4	–	Sell	-18,927	Closed	-$502K	–	2103
2021 Q3	$502K	Buy	18,927 +1,005	+6%	+$26.9K	0.01%	1223
2021 Q2	$475K	Buy	+17,922	New	+$474K	0.01%	1207

Other funds holding PBTP

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFS

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

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

Destiny Capital Golden, Colorado $188M AUM 14.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Advisor Networks's PBTP Position: Q2 2023 in Review

Cetera Advisor Networks sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2023, closing a stake of 18,399 shares — an estimated $459K sold.

Cetera Advisor Networks first reported a position in PBTP in Q2 2021 and held it in 4 quarters. The position peaked at $502K in Q3 2021. 33 funds tracked by Wall St. Rank hold PBTP as of Q2 2023.

Cetera Advisor Networks reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 18,399 Invesco 0-5 Yr US TIPS ETF shares in Q2 2023, an estimated $459K.
Cetera Advisor Networks first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2021 and held it in 4 quarters.
Cetera Advisor Networks's Invesco 0-5 Yr US TIPS ETF position peaked at $502K in Q3 2021.
33 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.