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

Destiny Capital’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	$202K	Hold	7,888	–	–	0.09%	58
2026 Q1	$206K	Hold	7,888	–	–	0.11%	52
2025 Q4	$204K	Hold	7,888	–	–	0.11%	53
2025 Q3	$206K	Hold	7,888	–	–	0.11%	49
2025 Q2	$205K	Sell	7,888 -151	-2%	-$3.93K	0.12%	46
2025 Q1	$209K	Sell	8,039 -471	-6%	-$12.1K	0.14%	46
2024 Q4	$216K	Hold	8,510	–	–	0.13%	47
2024 Q3	$216K	Sell	8,510 -2,296	-21%	-$58.1K	0.13%	48
2024 Q2	$270K	Sell	10,806 -272	-2%	-$6.84K	0.18%	41
2024 Q1	$278K	Sell	11,078 -748	-6%	-$18.7K	0.19%	41
2023 Q4	$294K	Buy	+11,826	New	+$291K	0.21%	41
2023 Q2	$1.2M	Sell	48,899 -5,119	-9%	-$127K	0.93%	18
2023 Q1	$1.35M	Sell	54,018 -3,128	-5%	-$76.9K	1.1%	18
2022 Q4	$1.4M	Buy	+57,146	New	+$1.4M	1.15%	18

Other funds holding PBTP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Destiny Capital's PBTP Position: Q2 2026 in Review

Destiny Capital held its Invesco 0-5 Yr US TIPS ETF (PBTP) position steady in Q2 2026 at 7,888 shares worth $202K. The position accounts for 0.09% of the portfolio, ranked #58.

Destiny Capital first reported a position in PBTP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.4M in Q4 2022. 28 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

Destiny Capital held 7,888 shares of Invesco 0-5 Yr US TIPS ETF worth $202K as of Q2 2026.
Destiny Capital left its Invesco 0-5 Yr US TIPS ETF share count unchanged in Q2 2026.
Invesco 0-5 Yr US TIPS ETF made up 0.09% of Destiny Capital's portfolio in Q2 2026, its #58 holding.
Destiny Capital first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2022 and has held it in 14 quarters since.
Destiny Capital's Invesco 0-5 Yr US TIPS ETF position peaked at $1.4M in Q4 2022.
28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Destiny Capital's 13F filing for Q2 2026, filed 10 Aug 2026.