CFD
PBTP icon

Creative Financial Designs’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Creative Financial Designs’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 		– Sell
-47,224
Closed -$1.23M – 2321
2026
Q1 		$1.23M Buy
47,224
+1,730
+4% +$45.1K 0.08% 210
2025
Q4 		$1.18M Sell
45,494
-319
-0.7% -$8.35K 0.07% 213
2025
Q3 		$1.2M Sell
45,813
-1,928
-4% -$50.5K 0.08% 206
2025
Q2 		$1.24M Buy
+47,741
New +$1.24M 0.09% 192

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Creative Financial Designs's PBTP Position: Q2 2026 in Review

Creative Financial Designs sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2026, closing a stake of 47,224 shares — an estimated $1.23M sold.

Creative Financial Designs first reported a position in PBTP in Q2 2025 and held it in 4 quarters. The position peaked at $1.24M in Q2 2025. 28 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

  • Creative Financial Designs reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Financial Designs sold 47,224 Invesco 0-5 Yr US TIPS ETF shares in Q2 2026, an estimated $1.23M.
  • Creative Financial Designs first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2025 and held it in 4 quarters.
  • Creative Financial Designs's Invesco 0-5 Yr US TIPS ETF position peaked at $1.24M in Q2 2025.
  • 28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.