HPM
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Hoxton Planning & Management’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Hoxton Planning & Management’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
-8,839
Closed -$216K – 170
2022
Q4 		$216K Buy
+8,839
New +$217K 0.11% 146

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

Hoxton Planning & Management's PBTP Position: Q1 2023 in Review

Hoxton Planning & Management sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2023, closing a stake of 8,839 shares — an estimated $216K sold.

Hoxton Planning & Management first reported a position in PBTP in Q4 2022 and held it in 1 quarter. The position peaked at $216K in Q4 2022. 36 funds tracked by Wall St. Rank hold PBTP as of Q1 2023.

  • Hoxton Planning & Management reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2023 after selling out during the quarter.
  • Hoxton Planning & Management sold 8,839 Invesco 0-5 Yr US TIPS ETF shares in Q1 2023, an estimated $216K.
  • Hoxton Planning & Management first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2022 and held it in 1 quarter.
  • Hoxton Planning & Management's Invesco 0-5 Yr US TIPS ETF position peaked at $216K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2023.

Based on Hoxton Planning & Management's 13F filing for Q1 2023, filed 15 May 2023.