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Good Life Advisors’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Good Life 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
2025
Q2 		$314K Sell
12,084
-384
-3% -$9.99K 0.02% 393
2025
Q1 		$324K Sell
12,468
-1,606
-11% -$41.3K 0.02% 368
2024
Q4 		$357K Sell
14,074
-14,116
-50% -$359K 0.03% 353
2024
Q3 		$720K Buy
28,190
+8,919
+46% +$226K 0.04% 271
2024
Q2 		$482K Sell
19,271
-2,727
-12% -$68.6K 0.04% 268
2024
Q1 		$551K Sell
21,998
-3,243
-13% -$80.9K 0.05% 229
2023
Q4 		$628K Sell
25,241
-39,723
-61% -$979K 0.06% 197
2023
Q3 		$1.59M Buy
64,964
+3,032
+5% +$74.4K 0.18% 110
2023
Q2 		$1.52M Buy
61,932
+2,778
+5% +$69K 0.17% 115
2023
Q1 		$1.48M Sell
59,154
-5,998
-9% -$147K 0.19% 110
2022
Q4 		$1.59M Sell
65,152
-39,005
-37% -$958K 0.22% 100
2022
Q3 		$2.54M Sell
104,157
-211,499
-67% -$5.39M 0.37% 63
2022
Q2 		$8.06M Buy
315,656
+267,801
+560% +$6.99M 1.12% 19
2022
Q1 		$1.25M Buy
47,855
+9,802
+26% +$259K 0.16% 111
2021
Q4 		$1.01M Buy
+38,053
New +$1.02M 0.12% 132

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

Good Life Advisors's PBTP Position: Q2 2025 in Review

Good Life Advisors reduced its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 3.1% in Q2 2025, selling an estimated $9.99K and leaving 12,084 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #393.

Good Life Advisors first reported a position in PBTP in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.06M in Q2 2022. 31 funds tracked by Wall St. Rank hold PBTP as of Q2 2025.

  • Good Life Advisors held 12,084 shares of Invesco 0-5 Yr US TIPS ETF worth $314K as of Q2 2025.
  • Good Life Advisors sold 384 Invesco 0-5 Yr US TIPS ETF shares in Q2 2025, an estimated $9.99K.
  • Invesco 0-5 Yr US TIPS ETF made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #393 holding.
  • Good Life Advisors first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2021 and has held it in 15 quarters since.
  • Good Life Advisors's Invesco 0-5 Yr US TIPS ETF position peaked at $8.06M in Q2 2022.
  • 31 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.