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LWS Wealth Advisors’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

LWS Wealth Advisors’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
Q2 		– Sell
-9,611
Closed -$240K – 60
2023
Q1 		$240K Buy
9,611
+2
+0% +$49 0.1% 54
2022
Q4 		$234K Sell
9,609
-2,287
-19% -$56.2K 0.1% 55
2022
Q3 		$290K Buy
+11,896
New +$303K 0.11% 53

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Destiny Capital Golden, Colorado $188M AUM 14.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWS Wealth Advisors's PBTP Position: Q2 2023 in Review

LWS Wealth Advisors sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2023, closing a stake of 9,611 shares — an estimated $240K sold.

LWS Wealth Advisors first reported a position in PBTP in Q3 2022 and held it in 3 quarters. The position peaked at $290K in Q3 2022. 33 funds tracked by Wall St. Rank hold PBTP as of Q2 2023.

  • LWS Wealth Advisors reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2023 after selling out during the quarter.
  • LWS Wealth Advisors sold 9,611 Invesco 0-5 Yr US TIPS ETF shares in Q2 2023, an estimated $240K.
  • LWS Wealth Advisors first reported a position in Invesco 0-5 Yr US TIPS ETF in Q3 2022 and held it in 3 quarters.
  • LWS Wealth Advisors's Invesco 0-5 Yr US TIPS ETF position peaked at $290K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2023.

Based on LWS Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.