Allworth Financial LP Invesco ETF Tr Ii Purebeta 0 5 Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 29, 2021	SELL	$25.91 - $26.23 $2,694 - $2,727	-104 Closed	0 $0
Q4 2020 Jan 26, 2021	BUY	$25.73 - $26.08 $2,675 - $2,712	104 New	104 $3,000

Others Institutions Holding PBTP

# of Institutions

36

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

660K
Shares

$17.3 Million
0.01% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

474K
Shares

$12.4 Million
0.5% of portfolio
Commonwealth Equity Services, LLC

198K
Shares

$5.21 Million
0.01% of portfolio
Tidemark, LLC San Diego, CA

198K
Shares

$5.19 Million
1.73% of portfolio
Kelly Financial Services LLC Braintree, MA

197K
Shares

$5.16 Million
1.58% of portfolio

About INVESCO ETF TR II PUREBETA 0-5

Ticker PBTP
Sector ETFs
Industry ETFs

More about PBTP

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