Ameritas Investment Company’s Invesco Total Return Bond ETF GTO Stock Holding History

Ameritas Investment Company’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
2021 Q3	$722K	Buy	+12,709	New	+$729K	0.03%	333
2021 Q2	–	Sell	-1,200	Closed	-$67.2K	–	1260
2021 Q1	$67.2K	Sell	1,200 -2,600	-68%	-$148K	0.01%	874
2020 Q4	$219K	Buy	+3,800	New	+$221K	0.04%	380
2020 Q2	–	Sell	-12,534	Closed	-$665K	–	843
2020 Q1	$665K	Buy	+12,534	New	+$683K	0.11%	158

Other funds holding GTO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ameritas Investment Company's GTO Position: Q3 2021 in Review

Ameritas Investment Company opened a new position in Invesco Total Return Bond ETF (GTO) in Q3 2021: 12,709 shares worth $722K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings. This is a return to the name: Ameritas Investment Company previously reported a position in GTO as recently as Q1 2021.

Ameritas Investment Company first reported a position in GTO in Q1 2020 and has held it in 4 quarters since. 108 funds tracked by Wall St. Rank hold GTO as of Q3 2021.

Ameritas Investment Company held 12,709 shares of Invesco Total Return Bond ETF worth $722K as of Q3 2021.
Invesco Total Return Bond ETF was a new Ameritas Investment Company position in Q3 2021.
Invesco Total Return Bond ETF made up 0.03% of Ameritas Investment Company's portfolio in Q3 2021, its #333 holding.
Ameritas Investment Company first reported a position in Invesco Total Return Bond ETF in Q1 2020 and has held it in 4 quarters since.
108 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.