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PBTP icon

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Destiny Capital's PBTP Position: Q1 2026 in Review

Destiny Capital held its Invesco 0-5 Yr US TIPS ETF (PBTP) position steady in Q1 2026 at 7,888 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #52.

Destiny Capital first reported a position in PBTP in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.4M in Q4 2022. 24 funds tracked by Wall St. Rank hold PBTP as of Q1 2026.

  • Destiny Capital held 7,888 shares of Invesco 0-5 Yr US TIPS ETF worth $206K as of Q1 2026.
  • Destiny Capital left its Invesco 0-5 Yr US TIPS ETF share count unchanged in Q1 2026.
  • Invesco 0-5 Yr US TIPS ETF made up 0.11% of Destiny Capital's portfolio in Q1 2026, its #52 holding.
  • Destiny Capital first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2022 and has held it in 13 quarters since.
  • Destiny Capital's Invesco 0-5 Yr US TIPS ETF position peaked at $1.4M in Q4 2022.
  • 24 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2026.

Based on Destiny Capital's 13F filing for Q1 2026, filed 12 May 2026.