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Advisornet Financial’s Invesco Total Return Bond ETF GTO Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-366
Closed -$17.7K – 2073
2024
Q3 		$17.7K Hold
366
– – ﹤0.01% 1246
2024
Q2 		$17K Hold
366
– – ﹤0.01% 1149
2024
Q1 		$17.1K Hold
366
– – ﹤0.01% 1128
2023
Q4 		$17.3K Hold
366
– – ﹤0.01% 1131
2023
Q3 		$16.3K Hold
366
– – ﹤0.01% 1098
2023
Q2 		$17K Buy
+366
New +$17.1K ﹤0.01% 1150
2020
Q4 		– Sell
-68,012
Closed -$3.94M – 1733
2020
Q3 		$3.94M Buy
68,012
+12,355
+22% +$717K 0.34% 59
2020
Q2 		$3.18M Buy
+55,657
New +$3.09M 0.26% 89

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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 $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial's GTO Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco Total Return Bond ETF (GTO) in Q4 2024, closing a stake of 366 shares — an estimated $17.7K sold.

Advisornet Financial first reported a position in GTO in Q2 2020 and held it in 8 quarters. The position peaked at $3.94M in Q3 2020. 189 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • Advisornet Financial reported no remaining Invesco Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 366 Invesco Total Return Bond ETF shares in Q4 2024, an estimated $17.7K.
  • Advisornet Financial first reported a position in Invesco Total Return Bond ETF in Q2 2020 and held it in 8 quarters.
  • Advisornet Financial's Invesco Total Return Bond ETF position peaked at $3.94M in Q3 2020.
  • 189 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.