Kelly Financial Services’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Kelly Financial Services’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	$1.75M	Buy	68,747 +18,129	+36%	+$465K	0.38%	40
2026 Q2	$1.3M	Buy	50,618 +12,068	+31%	+$317K	0.28%	45
2026 Q1	$1.01M	Buy	38,550 +3,012	+8%	+$78.5K	0.24%	44
2025 Q4	$921K	Sell	35,538 -161,017	-82%	-$4.21M	0.23%	42
2025 Q3	$5.14M	Buy	196,555 +17,203	+10%	+$450K	1.33%	21
2025 Q2	$4.66M	Buy	179,352 +149,346	+498%	+$3.89M	1.37%	22
2025 Q1	$779K	Buy	+30,006	New	+$772K	0.27%	43

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

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

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

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $915M AUM 24.21% 1-Year Est. Return

Centerpoint Advisory Group Overland Park, Kansas $161M AUM 19.32% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Kelly Financial Services's PBTP Position: Q3 2026 in Review

Kelly Financial Services increased its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 36% in Q3 2026, buying an estimated $465K and bringing the position to 68,747 shares worth $1.75M. The position accounts for 0.38% of the portfolio, ranked #40.

Kelly Financial Services first reported a position in PBTP in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.14M in Q3 2025. 18 funds tracked by Wall St. Rank hold PBTP as of Q3 2026.

Kelly Financial Services held 68,747 shares of Invesco 0-5 Yr US TIPS ETF worth $1.75M as of Q3 2026.
Kelly Financial Services bought 18,129 Invesco 0-5 Yr US TIPS ETF shares in Q3 2026, an estimated $465K.
Invesco 0-5 Yr US TIPS ETF made up 0.38% of Kelly Financial Services's portfolio in Q3 2026, its #40 holding.
Kelly Financial Services first reported a position in Invesco 0-5 Yr US TIPS ETF in Q1 2025 and has held it in 7 quarters since.
Kelly Financial Services's Invesco 0-5 Yr US TIPS ETF position peaked at $5.14M in Q3 2025.
18 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2026.

Based on Kelly Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.