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Alta Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Alta Wealth Advisors’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
-4,746
Closed -$229K – 140
2024
Q3 		$229K Sell
4,746
-185
-4% -$8.82K 0.1% 119
2024
Q2 		$229K Sell
4,931
-295
-6% -$13.6K 0.11% 115
2024
Q1 		$245K Sell
5,226
-3,013
-37% -$141K 0.12% 116
2023
Q4 		$389K Sell
8,239
-66,181
-89% -$2.99M 0.22% 89
2023
Q3 		$3.32M Buy
74,420
+6,433
+9% +$295K 2.03% 12
2023
Q2 		$3.16M Buy
67,987
+10,318
+18% +$483K 1.85% 12
2023
Q1 		$2.72M Buy
57,669
+6,455
+13% +$306K 1.72% 13
2022
Q4 		$2.38M Buy
51,214
+5,905
+13% +$271K 1.61% 15
2022
Q3 		$2.07M Buy
45,309
+6,590
+17% +$318K 1.48% 17
2022
Q2 		$1.86M Buy
38,719
+3,018
+8% +$150K 1.29% 19
2022
Q1 		$1.87M Buy
35,701
+6,350
+22% +$343K 1.11% 24
2021
Q4 		$1.65M Buy
29,351
+12,415
+73% +$701K 1.02% 26
2021
Q3 		$962K Buy
16,936
+3,033
+22% +$174K 0.7% 48
2021
Q2 		$793K Buy
13,903
+3,888
+39% +$220K 0.58% 57
2021
Q1 		$561K Buy
10,015
+4,047
+68% +$230K 0.47% 83
2020
Q4 		$344K Buy
+5,968
New +$347K 0.29% 108

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $853M AUM 15.61% 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 $1.55T AUM 33.47% 1-Year Est. Return

Alta Wealth Advisors's GTO Position: Q4 2024 in Review

Alta Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q4 2024, closing a stake of 4,746 shares — an estimated $229K sold.

Alta Wealth Advisors first reported a position in GTO in Q4 2020 and held it in 16 quarters. The position peaked at $3.32M in Q3 2023. 190 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • Alta Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Alta Wealth Advisors sold 4,746 Invesco Total Return Bond ETF shares in Q4 2024, an estimated $229K.
  • Alta Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2020 and held it in 16 quarters.
  • Alta Wealth Advisors's Invesco Total Return Bond ETF position peaked at $3.32M in Q3 2023.
  • 190 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on Alta Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.