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 Q3	$497K	Buy	19,514 +220	+1%	+$5.64K	0.08%	99
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

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $463M AUM 12.95% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Hobart Private Capital's PBTP Position: Q3 2026 in Review

Hobart Private Capital increased its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 1.1% in Q3 2026, buying an estimated $5.64K and bringing the position to 19,514 shares worth $497K. The position accounts for 0.08% of the portfolio, ranked #99.

Hobart Private Capital first reported a position in PBTP in Q2 2025 and has held it in 4 quarters since. The position peaked at $744K in Q2 2025. 28 funds tracked by Wall St. Rank hold PBTP as of Q3 2026.

Hobart Private Capital held 19,514 shares of Invesco 0-5 Yr US TIPS ETF worth $497K as of Q3 2026.
Hobart Private Capital bought 220 Invesco 0-5 Yr US TIPS ETF shares in Q3 2026, an estimated $5.64K.
Invesco 0-5 Yr US TIPS ETF made up 0.08% of Hobart Private Capital's portfolio in Q3 2026, its #99 holding.
Hobart Private Capital first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2025 and has held it in 4 quarters since.
Hobart Private Capital's Invesco 0-5 Yr US TIPS ETF position peaked at $744K in Q2 2025.
28 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2026.

Based on Hobart Private Capital's 13F filing for Q3 2026, filed 19 Oct 2026.