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Flagship Harbor Advisors’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Flagship Harbor Advisors’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
2022
Q1 		– Sell
-8,146
Closed -$216K – 665
2021
Q4 		$216K Buy
+8,146
New +$217K 0.02% 598

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Flagship Harbor Advisors's PBTP Position: Q1 2022 in Review

Flagship Harbor Advisors sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2022, closing a stake of 8,146 shares — an estimated $216K sold.

Flagship Harbor Advisors first reported a position in PBTP in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 21 funds tracked by Wall St. Rank hold PBTP as of Q1 2022.

  • Flagship Harbor Advisors reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2022 after selling out during the quarter.
  • Flagship Harbor Advisors sold 8,146 Invesco 0-5 Yr US TIPS ETF shares in Q1 2022, an estimated $216K.
  • Flagship Harbor Advisors first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2021 and held it in 1 quarter.
  • Flagship Harbor Advisors's Invesco 0-5 Yr US TIPS ETF position peaked at $216K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2022.

Based on Flagship Harbor Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.