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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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. 190 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.
190 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.