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Ables Iannone Moore & Associates’s Invesco Total Return Bond ETF GTO Stock Holding History

Ables Iannone Moore & Associates’s Portfolio GTO Stock Details GTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-200
Closed -$9.45K – 160
2023
Q4 		$9.45K Buy
+200
New +$9.04K 0.01% 185

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Ables Iannone Moore & Associates's GTO Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Invesco Total Return Bond ETF (GTO) in Q1 2024, closing a stake of 200 shares — an estimated $9.45K sold.

Ables Iannone Moore & Associates first reported a position in GTO in Q4 2023 and held it in 1 quarter. The position peaked at $9.45K in Q4 2023. 168 funds tracked by Wall St. Rank hold GTO as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Invesco Total Return Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 200 Invesco Total Return Bond ETF shares in Q1 2024, an estimated $9.45K.
  • Ables Iannone Moore & Associates first reported a position in Invesco Total Return Bond ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Invesco Total Return Bond ETF position peaked at $9.45K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.