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Stratos Wealth Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Stratos Wealth 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
Q4 		– Sell
-5,450
Closed -$576K – 768
2024
Q3 		$576K Buy
+5,450
New +$576K 0.03% 465

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stratos Wealth Advisors's TBLL Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2024, closing a stake of 5,450 shares — an estimated $576K sold.

Stratos Wealth Advisors first reported a position in TBLL in Q3 2024 and held it in 1 quarter. The position peaked at $576K in Q3 2024. 110 funds tracked by Wall St. Rank hold TBLL as of Q4 2024.

  • Stratos Wealth Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,450 Invesco Short Term Treasury ETF shares in Q4 2024, an estimated $576K.
  • Stratos Wealth Advisors first reported a position in Invesco Short Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Stratos Wealth Advisors's Invesco Short Term Treasury ETF position peaked at $576K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.