Wealthcare Advisory Partners’s Invesco 0-5 Yr US TIPS ETF PBTP Stock Holding History

Wealthcare Advisory 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
2023 Q1	–	Sell	-11,742	Closed	-$286K	–	723
2022 Q4	$286K	Buy	11,742 +2,873	+32%	+$70.6K	0.01%	553
2022 Q3	$216K	Buy	+8,869	New	+$226K	0.01%	556

Other funds holding PBTP

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SFS

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

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

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Destiny Capital Golden, Colorado $188M AUM 14.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthcare Advisory Partners's PBTP Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Invesco 0-5 Yr US TIPS ETF (PBTP) in Q1 2023, closing a stake of 11,742 shares — an estimated $286K sold.

Wealthcare Advisory Partners first reported a position in PBTP in Q3 2022 and held it in 2 quarters. The position peaked at $286K in Q4 2022. 36 funds tracked by Wall St. Rank hold PBTP as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Invesco 0-5 Yr US TIPS ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 11,742 Invesco 0-5 Yr US TIPS ETF shares in Q1 2023, an estimated $286K.
Wealthcare Advisory Partners first reported a position in Invesco 0-5 Yr US TIPS ETF in Q3 2022 and held it in 2 quarters.
Wealthcare Advisory Partners's Invesco 0-5 Yr US TIPS ETF position peaked at $286K in Q4 2022.
36 funds tracked by Wall St. Rank held Invesco 0-5 Yr US TIPS ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.