MML INVESTORS SERVICES, LLC PBTP — INVESCO EXCH TRADED FD TR II

Ownership history in MML INVESTORS SERVICES, LLC  ·  4 quarters on record

AI Ownership Summary

MML INVESTORS SERVICES, LLC reported INVESCO EXCH TRADED FD TR II (PBTP) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows PBTP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBTP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MML INVESTORS SERVICES, LLC's position in INVESCO EXCH TRADED FD TR II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBTP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBTP stock page MML INVESTORS SERVICES, LLC fund profile MML INVESTORS SERVICES, LLC full holdings
How MML INVESTORS SERVICES, LLC held PBTP — position size vs. price
% of Fund (quarterly)    PBTP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,817 +1,299 +9.6% 0.00% $387K 2026-05-04 $26.42
2025 Q4 ADDED — — — 13,518 +1,152 +9.3% 0.00% $350K 2026-02-13 $26.05
2025 Q3 ADDED — — — 12,366 +2,775 +28.9% 0.00% $323K 2025-11-14 $25.83
2025 Q2 INITIATED — — — 9,591 — — 0.00% $249K 2025-08-14 $25.64

🏢 Other funds also holding PBTP

As of 2026 Q1 — sorted by position size

Tidemark, LLC 1.05% Kelly Financial Services LLC 0.24% Centerpoint Advisory Group 0.23% Destiny Capital Corp/CO 3Y 0.11% Sowell Financial Services LLC 3Y 7Y 0.09% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.08% Trilogy Capital Inc. 3Y 7Y 0.04% Arkadios Wealth Advisors 3Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01% LPL Financial LLC 3Y 7Y 0.01%

FAQ About MML INVESTORS SERVICES, LLC and PBTP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MML INVESTORS SERVICES, LLC reported owning PBTP?

MML INVESTORS SERVICES, LLC reported PBTP across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PBTP position in MML INVESTORS SERVICES, LLC's portfolio?

The largest reported portfolio weight for PBTP was 0.00% in 2026 Q1.

What is the latest reported PBTP position on this page?

The most recent filing on this page is 2026 Q1, when MML INVESTORS SERVICES, LLC reported 14,817 shares, equal to 0.00% of portfolio, with an estimated market value of $387K.

What does the chart on this PBTP ownership page compare?

The chart compares MML INVESTORS SERVICES, LLC's quarterly PBTP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MML INVESTORS SERVICES, LLC time their PBTP position?

Based on 13F filing dates vs. subsequent PBTP price moves, MML INVESTORS SERVICES, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on PBTP relative to SPY over the holding period was -11.2%.

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