Commonwealth Equity Services
PBTP icon

Commonwealth Equity Services’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Commonwealth Equity Services’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 		$4.76M Buy
181,974
+6,161
+4% +$161K 0.01% 1368
2025
Q4 		$4.56M Sell
175,813
-22,632
-11% -$592K 0.01% 1386
2025
Q3 		$5.19M Buy
198,445
+5,095
+3% +$133K 0.01% 1323
2025
Q2 		$5.02M Buy
193,350
+42,665
+28% +$1.11M 0.01% 1328
2025
Q1 		$3.91M Buy
150,685
+2,397
+2% +$61.7K 0.01% 1437
2024
Q4 		$3.77M Buy
+148,288
New +$3.78M 0.01% 1427

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
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
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Commonwealth Equity Services's PBTP Position: Q1 2026 in Review

Commonwealth Equity Services increased its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 3.5% in Q1 2026, buying an estimated $161K and bringing the position to 181,974 shares worth $4.76M. The position accounts for 0.01% of the portfolio, ranked #1368.

Commonwealth Equity Services first reported a position in PBTP in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.19M in Q3 2025. 24 funds tracked by Wall St. Rank hold PBTP as of Q1 2026.

  • Commonwealth Equity Services held 181,974 shares of Invesco 0-5 Yr US TIPS ETF worth $4.76M as of Q1 2026.
  • Commonwealth Equity Services bought 6,161 Invesco 0-5 Yr US TIPS ETF shares in Q1 2026, an estimated $161K.
  • Invesco 0-5 Yr US TIPS ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1368 holding.
  • Commonwealth Equity Services first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2024 and has held it in 6 quarters since.
  • Commonwealth Equity Services's Invesco 0-5 Yr US TIPS ETF position peaked at $5.19M in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.