WCFA
PBTP icon

Walkner Condon Financial Advisors’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Walkner Condon Financial 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
2025
Q2 		– Sell
-8,218
Closed -$213K – 283
2025
Q1 		$213K Buy
+8,218
New +$211K 0.04% 254

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
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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

Walkner Condon Financial Advisors's PBTP Position: Q2 2025 in Review

Walkner Condon Financial Advisors sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q2 2025, closing a stake of 8,218 shares — an estimated $213K sold.

Walkner Condon Financial Advisors first reported a position in PBTP in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 31 funds tracked by Wall St. Rank hold PBTP as of Q2 2025.

  • Walkner Condon Financial Advisors reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q2 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 8,218 Invesco 0-5 Yr US TIPS ETF shares in Q2 2025, an estimated $213K.
  • Walkner Condon Financial Advisors first reported a position in Invesco 0-5 Yr US TIPS ETF in Q1 2025 and held it in 1 quarter.
  • Walkner Condon Financial Advisors's Invesco 0-5 Yr US TIPS ETF position peaked at $213K in Q1 2025.
  • 31 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q2 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.