Envestnet Asset Management
PBTP icon

Envestnet Asset Management’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Envestnet Asset Management’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 		$1.51M Buy
58,729
+12,714
+28% +$334K ﹤0.01% 3356
2026
Q1 		$1.2M Sell
46,015
-1,860
-4% -$48.5K ﹤0.01% 3348
2025
Q4 		$1.24M Buy
47,875
+269
+0.6% +$7.04K ﹤0.01% 3147
2025
Q3 		$1.24M Buy
47,606
+3,464
+8% +$90.7K ﹤0.01% 3205
2025
Q2 		$1.15M Buy
44,142
+8,228
+23% +$214K ﹤0.01% 3200
2025
Q1 		$932K Buy
+35,914
New +$924K ﹤0.01% 3256
2023
Q1 		– Sell
-14,206
Closed -$346K – 4068
2022
Q4 		$346K Buy
+14,206
New +$349K ﹤0.01% 3330

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
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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Envestnet Asset Management's PBTP Position: Q2 2026 in Review

Envestnet Asset Management increased its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 28% in Q2 2026, buying an estimated $334K and bringing the position to 58,729 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3356.

Envestnet Asset Management first reported a position in PBTP in Q4 2022 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

  • Envestnet Asset Management held 58,729 shares of Invesco 0-5 Yr US TIPS ETF worth $1.51M as of Q2 2026.
  • Envestnet Asset Management bought 12,714 Invesco 0-5 Yr US TIPS ETF shares in Q2 2026, an estimated $334K.
  • Invesco 0-5 Yr US TIPS ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3356 holding.
  • Envestnet Asset Management first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2022 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.