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Destiny Capital Securities’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Destiny Capital Securities’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
Q3 		$1.07M Buy
+43,658
New +$1.07M 0.86% 22

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Destiny Capital Securities's PBTP Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in Invesco 0-5 Yr US TIPS ETF (PBTP) in Q3 2023: 43,658 shares worth $1.07M. The stake represents 0.86% of the portfolio and ranks #22 among its holdings.

36 funds tracked by Wall St. Rank hold PBTP as of Q3 2023.

  • Destiny Capital Securities held 43,658 shares of Invesco 0-5 Yr US TIPS ETF worth $1.07M as of Q3 2023.
  • Invesco 0-5 Yr US TIPS ETF was a new Destiny Capital Securities position in Q3 2023.
  • Invesco 0-5 Yr US TIPS ETF made up 0.86% of Destiny Capital Securities's portfolio in Q3 2023, its #22 holding.
  • 36 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.