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Ford Financial Group’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-12,065
Closed -$294K – 73
2022
Q4 		$294K Buy
12,065
+2
+0% +$49 0.12% 94
2022
Q3 		$293K Buy
+12,063
New +$308K 0.12% 91

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
DC
Destiny Capital Golden, Colorado $188M AUM 14.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ford Financial Group's PBTP Position: Q1 2023 in Review

Ford Financial Group sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2023, closing a stake of 12,065 shares — an estimated $294K sold.

Ford Financial Group first reported a position in PBTP in Q3 2022 and held it in 2 quarters. The position peaked at $294K in Q4 2022. 36 funds tracked by Wall St. Rank hold PBTP as of Q1 2023.

  • Ford Financial Group reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 12,065 Invesco 0-5 Yr US TIPS ETF shares in Q1 2023, an estimated $294K.
  • Ford Financial Group first reported a position in Invesco 0-5 Yr US TIPS ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's Invesco 0-5 Yr US TIPS ETF position peaked at $294K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.