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Prosperity Capital Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Prosperity Capital Advisors’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,618
Closed -$803K – 356
2024
Q1 		$803K Buy
+7,618
New +$804K 0.1% 163

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prosperity Capital Advisors's TBLL Position: Q2 2024 in Review

Prosperity Capital Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q2 2024, closing a stake of 7,618 shares — an estimated $803K sold.

Prosperity Capital Advisors first reported a position in TBLL in Q1 2024 and held it in 1 quarter. The position peaked at $803K in Q1 2024. 111 funds tracked by Wall St. Rank hold TBLL as of Q2 2024.

  • Prosperity Capital Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Prosperity Capital Advisors sold 7,618 Invesco Short Term Treasury ETF shares in Q2 2024, an estimated $803K.
  • Prosperity Capital Advisors first reported a position in Invesco Short Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Prosperity Capital Advisors's Invesco Short Term Treasury ETF position peaked at $803K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q2 2024.

Based on Prosperity Capital Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.