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icono de GTO

Invesco Total Return Bond ETF
GTO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 76.8 M +USD 6.84 M +148,733 +10%
Morgan Stanley
2
Morgan Stanley
New York
USD 44.2 M +USD 9.7 M +211,710 +29%
Osaic Holdings
3
Osaic Holdings
Arizona
USD 42.2 M +USD 17.1 M +372,017 +69%
RTD Financial Advisors
4
RTD Financial Advisors
Pennsylvania
USD 30.7 M +USD 1.47 M +31,877 +5%
Bank of America
5
Bank of America
North Carolina
USD 27.4 M +USD 22.9 M +498,420 +543%
Brio Consultants
6
Brio Consultants
California
USD 25.6 M +USD 4.4 M +95,699 +21%
Spire Wealth Management
7
Spire Wealth Management
Virginia
USD 20.3 M +USD 255 k +5,540 +1%
Verus Capital Partners
8
Verus Capital Partners
Arizona
USD 15.8 M +USD 3.19 M +69,293 +26%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
USD 15.4 M -USD 712 k -15,496 -4%
Integrated Wealth Concepts
10
Integrated Wealth Concepts
Massachusetts
USD 15.3 M +USD 1.5 M +32,665 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
USD 13.6 M -USD 4.65 M -101,084 -26%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
USD 13.3 M -USD 3.9 M -84,919 -23%
Prestige Wealth Management Group
13
Prestige Wealth Management Group
New Jersey
USD 11.9 M -USD 662 k -14,403 -5%
Beacon Financial Planning
14
Beacon Financial Planning
Massachusetts
USD 11.3 M +USD 11.2 M +242,707 Nuevas
Amplius Wealth Advisors
15
Amplius Wealth Advisors
Pennsylvania
USD 11.3 M +USD 11.1 M +242,365 Nuevas
Truist Financial
16
Truist Financial
North Carolina
USD 9.39 M -USD 2.12 M -46,149 -19%
Invesco
17
Invesco
Georgia
USD 9.29 M – – –
Rockland Trust
18
Rockland Trust
Massachusetts
USD 8.95 M +USD 1.98 M +43,068 +29%
Leelyn Smith
19
Leelyn Smith
Illinois
USD 8.38 M -USD 1.03 M -22,396 -11%
Level Four Advisory Services
20
Level Four Advisory Services
Texas
USD 8.21 M -USD 1.42 M -30,975 -15%
Destiny Wealth Partners
21
Destiny Wealth Partners
Florida
USD 8.07 M +USD 7.98 M +173,552 +598,455%
Mechanics Bank - Trust Department
22
Mechanics Bank - Trust Department
California
USD 7.85 M +USD 1.89 M +41,215 +32%
RPGK
23
Retirement Planning Group (Kansas)
Kansas
USD 7.83 M +USD 2.18 M +47,329 +39%
IFG Advisory
24
IFG Advisory
Georgia
USD 6.44 M -USD 86.7 k -1,886 -1%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 6.09 M -USD 314 k -6,840 -5%
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