Envestnet Portfolio Solutions
PBTP icon

Envestnet Portfolio Solutions’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-9,610
Closed -$249K – 1614
2025
Q1 		$249K Buy
9,610
+1,046
+12% +$26.9K ﹤0.01% 1384
2024
Q4 		$218K Sell
8,564
-248
-3% -$6.32K ﹤0.01% 1642
2024
Q3 		$225K Buy
8,812
+143
+2% +$3.62K ﹤0.01% 1583
2024
Q2 		$217K Buy
8,669
+569
+7% +$14.3K ﹤0.01% 1548
2024
Q1 		$203K Buy
+8,100
New +$202K ﹤0.01% 1563

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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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

Envestnet Portfolio Solutions's PBTP Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2025, closing a stake of 9,610 shares — an estimated $249K sold.

Envestnet Portfolio Solutions first reported a position in PBTP in Q1 2024 and held it in 5 quarters. The position peaked at $249K in Q1 2025. 31 funds tracked by Wall St. Rank hold PBTP as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,610 Invesco 0-5 Yr US TIPS ETF shares in Q2 2025, an estimated $249K.
  • Envestnet Portfolio Solutions first reported a position in Invesco 0-5 Yr US TIPS ETF in Q1 2024 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Invesco 0-5 Yr US TIPS ETF position peaked at $249K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.