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Mariner Independent Advisor Network’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$11.5M Buy
473,962
+59,400
+14% +$1.51M 0.5% 47
2022
Q2 		$10.6M Buy
+414,562
New +$10.8M 0.45% 48

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Mariner Independent Advisor Network's PBTP Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Invesco 0-5 Yr US TIPS ETF (PBTP) stake by 14% in Q3 2022, buying an estimated $1.51M and bringing the position to 473,962 shares worth $11.5M. The position accounts for 0.5% of the portfolio, ranked #47.

Mariner Independent Advisor Network first reported a position in PBTP in Q2 2022 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold PBTP as of Q3 2022.

  • Mariner Independent Advisor Network held 473,962 shares of Invesco 0-5 Yr US TIPS ETF worth $11.5M as of Q3 2022.
  • Mariner Independent Advisor Network bought 59,400 Invesco 0-5 Yr US TIPS ETF shares in Q3 2022, an estimated $1.51M.
  • Invesco 0-5 Yr US TIPS ETF made up 0.5% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #47 holding.
  • Mariner Independent Advisor Network first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2022 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.