Global Retirement Partners’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Global Retirement Partners’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
2024 Q2	–	Sell	-440	Closed	-$11K	–	3619
2024 Q1	$11K	Hold	440	–	–	﹤0.01%	2079
2023 Q4	$11K	Hold	440	–	–	﹤0.01%	2041
2023 Q3	$10.7K	Hold	440	–	–	﹤0.01%	1926
2023 Q2	$10.8K	Buy	440 +32	+8%	+$795	﹤0.01%	1935
2023 Q1	$10.2K	Sell	408 -278	-41%	-$6.83K	﹤0.01%	1918
2022 Q4	$16.7K	Hold	686	–	–	﹤0.01%	1550
2022 Q3	$17K	Sell	686 -2,594	-79%	-$66.2K	﹤0.01%	1466
2022 Q2	$84K	Buy	3,280 +51	+2%	+$1.33K	0.01%	810
2022 Q1	$85K	Buy	+3,229	New	+$85.2K	0.01%	813
2021 Q4	–	Sell	-4,034	Closed	-$107K	–	1320
2021 Q3	$107K	Sell	4,034 -1,448	-26%	-$38.7K	0.01%	629
2021 Q2	$145K	Buy	+5,482	New	+$145K	0.01%	535

Other funds holding PBTP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Global Retirement Partners's PBTP Position: Q2 2024 in Review

Global Retirement Partners sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2024, closing a stake of 440 shares — an estimated $11K sold.

Global Retirement Partners first reported a position in PBTP in Q2 2021 and held it in 11 quarters. The position peaked at $145K in Q2 2021. 33 funds tracked by Wall St. Rank hold PBTP as of Q2 2024.

Global Retirement Partners reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2024 after selling out during the quarter.
Global Retirement Partners sold 440 Invesco 0-5 Yr US TIPS ETF shares in Q2 2024, an estimated $11K.
Global Retirement Partners first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2021 and held it in 11 quarters.
Global Retirement Partners's Invesco 0-5 Yr US TIPS ETF position peaked at $145K in Q2 2021.
33 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2024.

Based on Global Retirement Partners's 13F filing for Q2 2024, filed 23 Jul 2024.