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Triad Wealth Partners’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Triad Wealth Partners’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
-14,680
Closed -$380K – 506
2025
Q4 		$380K Buy
+14,680
New +$384K 0.04% 330

Other funds holding PBTP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Triad Wealth Partners's PBTP Position: Q1 2026 in Review

Triad Wealth Partners sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2026, closing a stake of 14,680 shares — an estimated $380K sold.

Triad Wealth Partners first reported a position in PBTP in Q4 2025 and held it in 1 quarter. The position peaked at $380K in Q4 2025. 24 funds tracked by Wall St. Rank hold PBTP as of Q1 2026.

  • Triad Wealth Partners reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 14,680 Invesco 0-5 Yr US TIPS ETF shares in Q1 2026, an estimated $380K.
  • Triad Wealth Partners first reported a position in Invesco 0-5 Yr US TIPS ETF in Q4 2025 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco 0-5 Yr US TIPS ETF position peaked at $380K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.