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Financial Advocates Investment Management’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-12,350
Closed -$321K – 422
2025
Q2 		$321K Sell
12,350
-561
-4% -$14.6K 0.03% 481
2025
Q1 		$335K Sell
12,911
-775
-6% -$19.9K 0.02% 533
2024
Q4 		$348K Sell
13,686
-9,065
-40% -$231K 0.02% 556
2024
Q3 		$581K Sell
22,751
-2,478
-10% -$62.7K 0.03% 418
2024
Q2 		$631K Sell
25,229
-3,661
-13% -$92.1K 0.04% 380
2024
Q1 		$724K Buy
28,890
+437
+2% +$10.9K 0.04% 373
2023
Q4 		$708K Buy
28,453
+11,196
+65% +$276K 0.05% 355
2023
Q3 		$421K Buy
17,257
+3
+0% +$74 0.03% 453
2023
Q2 		$423K Buy
17,254
+1,646
+11% +$40.9K 0.03% 440
2023
Q1 		$389K Sell
15,608
-188
-1% -$4.62K 0.03% 483
2022
Q4 		$385K Buy
15,796
+3,604
+30% +$88.5K 0.03% 506
2022
Q3 		$297K Buy
12,192
+408
+3% +$10.4K 0.02% 545
2022
Q2 		$301K Buy
11,784
+1,624
+16% +$42.4K 0.02% 507
2022
Q1 		$267K Buy
+10,160
New +$268K 0.02% 609

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Advocates Investment Management's PBTP Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q3 2025, closing a stake of 12,350 shares — an estimated $321K sold.

Financial Advocates Investment Management first reported a position in PBTP in Q1 2022 and held it in 14 quarters. The position peaked at $724K in Q1 2024. 25 funds tracked by Wall St. Rank hold PBTP as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,350 Invesco 0-5 Yr US TIPS ETF shares in Q3 2025, an estimated $321K.
  • Financial Advocates Investment Management first reported a position in Invesco 0-5 Yr US TIPS ETF in Q1 2022 and held it in 14 quarters.
  • Financial Advocates Investment Management's Invesco 0-5 Yr US TIPS ETF position peaked at $724K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.