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 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

SFS

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

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

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

Kelly Financial Services's PBTP Position: Q2 2026 in Review

Kelly Financial Services increased its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 31% in Q2 2026, buying an estimated $317K and bringing the position to 50,618 shares worth $1.3M. The position accounts for 0.28% of the portfolio, ranked #45.

Kelly Financial Services first reported a position in PBTP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.14M in Q3 2025. 4 funds tracked by Wall St. Rank hold PBTP as of Q2 2026.

Kelly Financial Services held 50,618 shares of Invesco 0-5 Yr US TIPS ETF worth $1.3M as of Q2 2026.
Kelly Financial Services bought 12,068 Invesco 0-5 Yr US TIPS ETF shares in Q2 2026, an estimated $317K.
Invesco 0-5 Yr US TIPS ETF made up 0.28% of Kelly Financial Services's portfolio in Q2 2026, its #45 holding.
Kelly Financial Services first reported a position in Invesco 0-5 Yr US TIPS ETF in Q1 2025 and has held it in 6 quarters since.
Kelly Financial Services's Invesco 0-5 Yr US TIPS ETF position peaked at $5.14M in Q3 2025.
4 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.