Invesco 0-5 YR US Tips ETF (PBTP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Annex Advisory Services, LLC

NEW

Shares3,535,772

Change+3,535,772

Value$90.0M

Filed 2026-10-16

Commonwealth Equity Services, LLC

INCREASED

Shares253,584 from 187,908

Change+65,676 (+35%)

Value$6.5M (+$1.6M)

Filed 2026-11-02

Sowell Financial Services LLC

DECREASED

Shares78,395 from 79,397

Change-1,002 (-1%)

Value$2.0M (-$41.8K)

Filed 2026-10-23

Kelly Financial Services LLC

INCREASED

Shares68,747 from 50,618

Change+18,129 (+36%)

Value$1.7M (+$451.0K)

Filed 2026-10-20

Trilogy Capital Inc.

DECREASED

Shares33,046 from 33,389

Change-343 (-1%)

Value$841.0K (-$15.6K)

Filed 2026-10-20

Hobart Private Capital, LLC

INCREASED

Shares19,514 from 19,294

Change+220 (+1%)

Value$496.6K (+$1.6K)

Filed 2026-10-19

Centerpoint Advisory Group

DECREASED

Shares10,775 from 11,536

Change-761 (-7%)

Value$274.2K (-$21.7K)

Filed 2026-10-23

StoneX Group Inc.

NEW

Shares10,125

Change+10,125

Value$260.0K

Filed 2026-11-03

Destiny Capital Corp

UNCHANGED

Shares7,888 from 7,888

Change0 (0%)

Value$200.8K (-$1.6K)

Filed 2026-11-03

IFP Advisors, Inc

NEW

Shares4,219

Change+4,219

Value$107.4K

Filed 2026-10-16

Private Trust Co NA

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$10.2K (-$82)

Filed 2026-10-20

LPL Financial LLC

N/A

Shares— from 858,607

Change-858,607 (-100%)

Value—

Tidemark, LLC

N/A

Shares— from 272,095

Change-272,095 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 58,729

Change-58,729 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 55,821

Change-55,821 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 46,377

Change-46,377 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 35,687

Change-35,687 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 25,100

Change-25,100 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 23,121

Change-23,121 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 22,333

Change-22,333 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 18,627

Change-18,627 (-100%)

Value—

Beto Financial Group, LLC

N/A

Shares— from 10,707

Change-10,707 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 9,361

Change-9,361 (-100%)

Value—

Highland Investment Advisors LLC

N/A

Shares— from 2,649

Change-2,649 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,594

Change-1,594 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 1,283

Change-1,283 (-100%)

Value—

UBS Group AG

N/A

Shares— from 161

Change-161 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 106

Change-106 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 10

Change-10 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Annex Advisory Services, LLC	NEW	3,535,772	—	+3,535,772	—	—	$90.0M	—	2026-10-16
Commonwealth Equity Services, LLC	INCREASED	253,584	187,908	+65,676	+35%	$4.8M	$6.5M	+$1.6M	2026-11-02
Sowell Financial Services LLC	DECREASED	78,395	79,397	-1,002	-1%	$2.0M	$2.0M	-$41.8K	2026-10-23
Kelly Financial Services LLC	INCREASED	68,747	50,618	+18,129	+36%	$1.3M	$1.7M	+$451.0K	2026-10-20
Trilogy Capital Inc.	DECREASED	33,046	33,389	-343	-1%	$856.6K	$841.0K	-$15.6K	2026-10-20
Hobart Private Capital, LLC	INCREASED	19,514	19,294	+220	+1%	$495.0K	$496.6K	+$1.6K	2026-10-19
Centerpoint Advisory Group	DECREASED	10,775	11,536	-761	-7%	$296.0K	$274.2K	-$21.7K	2026-10-23
StoneX Group Inc.	NEW	10,125	—	+10,125	—	—	$260.0K	—	2026-11-03
Destiny Capital Corp	UNCHANGED	7,888	7,888	0	0%	$202.4K	$200.8K	-$1.6K	2026-11-03
IFP Advisors, Inc	NEW	4,219	—	+4,219	—	—	$107.4K	—	2026-10-16
Private Trust Co NA	UNCHANGED	400	400	0	0%	$10.3K	$10.2K	-$82	2026-10-20
LPL Financial LLC	N/A	—	858,607	-858,607	-100%	$22.0M	—	—	—
Tidemark, LLC	N/A	—	272,095	-272,095	-100%	$7.0M	—	—	—
Envestnet Asset Management Inc	N/A	—	58,729	-58,729	-100%	$1.5M	—	—	—
Bank of America Corp	N/A	—	55,821	-55,821	-100%	$1.4M	—	—	—
Raymond James Financial Inc	N/A	—	46,377	-46,377	-100%	$1.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	35,687	-35,687	-100%	$915.6K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	25,100	-25,100	-100%	$643.9K	—	—	—
Arkadios Wealth Advisors	N/A	—	23,121	-23,121	-100%	$593.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	22,333	-22,333	-100%	$573.0K	—	—	—
MML Investors Services, LLC	N/A	—	18,627	-18,627	-100%	$477.9K	—	—	—
Beto Financial Group, LLC	N/A	—	10,707	-10,707	-100%	$275.0K	—	—	—
Private Advisor Group, LLC	N/A	—	9,361	-9,361	-100%	$240.2K	—	—	—
Highland Investment Advisors LLC	N/A	—	2,649	-2,649	-100%	$68.0K	—	—	—
Royal Bank of Canada	N/A	—	1,594	-1,594	-100%	$41.0K	—	—	—
BlackRock, Inc.	N/A	—	1,283	-1,283	-100%	$32.9K	—	—	—
UBS Group AG	N/A	—	161	-161	-100%	$4.1K	—	—	—
Arax Advisory Partners	N/A	—	106	-106	-100%	$2.7K	—	—	—
Continuum Advisory, LLC	N/A	—	10	-10	-100%	$257	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$18	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$38	—	—	—
Huntington National Bank	N/A	—	1	-1	-100%	$26	—	—	—

Showing 32 of 32 institutions