Total Clarity Wealth Management’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Total Clarity Wealth Management’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	–	Sell	-600	Closed	-$15K	–	758
2022 Q2	$15K	Buy	+600	New	+$15.7K	0.01%	596
2022 Q1	–	Sell	-400	Closed	-$11K	–	697
2021 Q4	$11K	Hold	400	–	–	0.01%	673
2021 Q3	$11K	Buy	+400	New	+$10.7K	0.01%	660

Other funds holding PBTP

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Total Clarity Wealth Management's PBTP Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q3 2022, closing a stake of 600 shares — an estimated $15K sold.

Total Clarity Wealth Management first reported a position in PBTP in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2022. 33 funds tracked by Wall St. Rank hold PBTP as of Q3 2022.

Total Clarity Wealth Management reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 600 Invesco 0-5 Yr US TIPS ETF shares in Q3 2022, an estimated $15K.
Total Clarity Wealth Management first reported a position in Invesco 0-5 Yr US TIPS ETF in Q3 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Invesco 0-5 Yr US TIPS ETF position peaked at $15K in Q2 2022.
33 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.