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

Sutton 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
Q3 		$2.44K Hold
100
– – ﹤0.01% 693
2023
Q2 		$2.45K Buy
+100
New +$2.48K ﹤0.01% 674

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 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
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
DCS
Destiny Capital Securities Golden, Colorado $123M AUM

Sutton Wealth Advisors's PBTP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Invesco 0-5 Yr US TIPS ETF (PBTP) position steady in Q3 2023 at 100 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Sutton Wealth Advisors first reported a position in PBTP in Q2 2023 and has held it in 2 quarters since. The position peaked at $2.45K in Q2 2023. 36 funds tracked by Wall St. Rank hold PBTP as of Q3 2023.

  • Sutton Wealth Advisors held 100 shares of Invesco 0-5 Yr US TIPS ETF worth $2.44K as of Q3 2023.
  • Sutton Wealth Advisors left its Invesco 0-5 Yr US TIPS ETF share count unchanged in Q3 2023.
  • Invesco 0-5 Yr US TIPS ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #693 holding.
  • Sutton Wealth Advisors first reported a position in Invesco 0-5 Yr US TIPS ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Invesco 0-5 Yr US TIPS ETF position peaked at $2.45K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.