A detailed history of Kelly Financial Services LLC transactions in Invesco ETF Tr Ii Purebeta 0 5 stock. As of the latest transaction made, Kelly Financial Services LLC holds 35,538 shares of PBTP stock, worth $929,674. This represents 0.28% of its overall portfolio holdings.

Number of Shares
35,538
Previous 196,555 81.92%
Holding current value
$929,674
Previous $5.14 Million 81.91%
% of portfolio
0.28%
Previous 1.58%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026

SELL
$26.12 - $26.26 $4.21 Million - $4.23 Million
-161,017 Reduced 81.92%
35,538 $929,000
Q3 2025

Oct 14, 2025

BUY
$25.93 - $26.42 $446,073 - $454,503
17,203 Added 9.59%
196,555 $5.14 Million
Q2 2025

Jul 17, 2025

BUY
$25.85 - $26.19 $3.86 Million - $3.91 Million
149,346 Added 497.72%
179,352 $4.66 Million
Q1 2025

Apr 15, 2025

BUY
$25.39 - $26.03 $761,852 - $781,056
30,006 New
30,006 $778,000

Others Institutions Holding PBTP

About INVESCO ETF TR II PUREBETA 0-5


  • Ticker PBTP
  • Sector ETFs
  • Industry ETFs
More about PBTP
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.