PUI
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Purpose Unlimited Inc’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Purpose Unlimited Inc’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
-142
Closed -$3.68K – 605
2025
Q4 		$3.68K Buy
+142
New +$3.71K ﹤0.01% 355

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T
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SFS
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Goldman Sachs
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Purpose Unlimited Inc's PBTP Position: Q1 2026 in Review

Purpose Unlimited Inc sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2026, closing a stake of 142 shares — an estimated $3.68K sold.

Purpose Unlimited Inc first reported a position in PBTP in Q4 2025 and held it in 1 quarter. The position peaked at $3.68K in Q4 2025. 24 funds tracked by Wall St. Rank hold PBTP as of Q1 2026.

  • Purpose Unlimited Inc reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Purpose Unlimited Inc sold 142 Invesco 0-5 Yr US TIPS ETF shares in Q1 2026, an estimated $3.68K.
  • Purpose Unlimited Inc first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Purpose Unlimited Inc's Invesco 0-5 Yr US TIPS ETF position peaked at $3.68K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.