Hobart Private Capital’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Hobart Private Capital’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
2026 Q2	$495K	Buy	+19,294	New	+$507K	0.08%	93
2025 Q4	–	Sell	-28,460	Closed	-$744K	–	132
2025 Q3	$744K	Sell	28,460 -212	-0.7%	-$5.55K	0.16%	74
2025 Q2	$744K	Buy	+28,672	New	+$746K	0.17%	64

Other funds holding PBTP

SFS

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

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Hobart Private Capital's PBTP Position: Q2 2026 in Review

Hobart Private Capital opened a new position in Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2026: 19,294 shares worth $495K. The stake represents 0.08% of the portfolio and ranks #93 among its holdings. This is a return to the name: Hobart Private Capital previously reported a position in PBTP as recently as Q3 2025.

Hobart Private Capital first reported a position in PBTP in Q2 2025 and has held it in 3 quarters since. The position peaked at $744K in Q2 2025. 4 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

Hobart Private Capital held 19,294 shares of Invesco 0-5 Yr US TIPS ETF worth $495K as of Q2 2026.
Invesco 0-5 Yr US TIPS ETF was a new Hobart Private Capital position in Q2 2026.
Invesco 0-5 Yr US TIPS ETF made up 0.08% of Hobart Private Capital's portfolio in Q2 2026, its #93 holding.
Hobart Private Capital first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2025 and has held it in 3 quarters since.
Hobart Private Capital's Invesco 0-5 Yr US TIPS ETF position peaked at $744K in Q2 2025.
4 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.