KAS
PBTP icon

Kestra Advisory Services’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Kestra Advisory 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
Q1 		– Sell
-1,615
Closed -$41.9K – 4036
2025
Q4 		$41.9K Buy
+1,615
New +$42.2K ﹤0.01% 4057
2024
Q1 		– Sell
-15,457
Closed -$385K – 2513
2023
Q4 		$385K Sell
15,457
-1,206
-7% -$29.7K ﹤0.01% 1690
2023
Q3 		$407K Sell
16,663
-53,933
-76% -$1.32M ﹤0.01% 1483
2023
Q2 		$1.73M Buy
70,596
+971
+1% +$24.1K 0.02% 729
2023
Q1 		$1.74M Buy
69,625
+54,520
+361% +$1.34M 0.02% 707
2022
Q4 		$368K Buy
15,105
+152
+1% +$3.73K ﹤0.01% 1596
2022
Q3 		$364K Buy
14,953
+292
+2% +$7.45K ﹤0.01% 1492
2022
Q2 		$374K Sell
14,661
-7,487
-34% -$195K ﹤0.01% 1489
2022
Q1 		$581K Buy
22,148
+5,682
+35% +$150K 0.01% 1204
2021
Q4 		$436K Buy
+16,466
New +$439K ﹤0.01% 1391

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Kestra Advisory Services's PBTP Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2026, closing a stake of 1,615 shares — an estimated $41.9K sold.

Kestra Advisory Services first reported a position in PBTP in Q4 2021 and held it in 10 quarters. The position peaked at $1.74M in Q1 2023. 24 funds tracked by Wall St. Rank hold PBTP as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,615 Invesco 0-5 Yr US TIPS ETF shares in Q1 2026, an estimated $41.9K.
  • Kestra Advisory Services first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2021 and held it in 10 quarters.
  • Kestra Advisory Services's Invesco 0-5 Yr US TIPS ETF position peaked at $1.74M in Q1 2023.
  • 24 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.