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Highland Investment Advisors LLC’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Highland Investment Advisors LLC’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 		$68K Buy
+2,649
New +$69.6K 0.03% 150

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Highland Investment Advisors LLC's PBTP Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2026: 2,649 shares worth $68K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings.

21 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

  • Highland Investment Advisors LLC held 2,649 shares of Invesco 0-5 Yr US TIPS ETF worth $68K as of Q2 2026.
  • Invesco 0-5 Yr US TIPS ETF was a new Highland Investment Advisors LLC position in Q2 2026.
  • Invesco 0-5 Yr US TIPS ETF made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #150 holding.
  • 21 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.