Cetera Investment Advisers
PBTP icon

Cetera Investment Advisers’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Cetera Investment Advisers’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
-7,998
Closed -$204K – 3865
2024
Q3 		$204K Sell
7,998
-269
-3% -$6.81K ﹤0.01% 3368
2024
Q2 		$207K Buy
+8,267
New +$208K ﹤0.01% 3336

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

Cetera Investment Advisers's PBTP Position: Q4 2024 in Review

Cetera Investment Advisers sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q4 2024, closing a stake of 7,998 shares — an estimated $204K sold.

Cetera Investment Advisers first reported a position in PBTP in Q2 2024 and held it in 2 quarters. The position peaked at $207K in Q2 2024. 28 funds tracked by Wall St. Rank hold PBTP as of Q4 2024.

  • Cetera Investment Advisers reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q4 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 7,998 Invesco 0-5 Yr US TIPS ETF shares in Q4 2024, an estimated $204K.
  • Cetera Investment Advisers first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's Invesco 0-5 Yr US TIPS ETF position peaked at $207K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q4 2024.

Based on Cetera Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.