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Triad Wealth Partners’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-774
Closed -$81.6K – 806
2024
Q2 		$81.6K Buy
+774
New +$81.7K 0.04% 168

Other funds holding TBLL

Invesco
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Triad Wealth Partners's TBLL Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2024, closing a stake of 774 shares — an estimated $81.6K sold.

Triad Wealth Partners first reported a position in TBLL in Q2 2024 and held it in 1 quarter. The position peaked at $81.6K in Q2 2024. 114 funds tracked by Wall St. Rank hold TBLL as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco Short Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 774 Invesco Short Term Treasury ETF shares in Q3 2024, an estimated $81.6K.
  • Triad Wealth Partners first reported a position in Invesco Short Term Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco Short Term Treasury ETF position peaked at $81.6K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.