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

Amplius 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
2023 Q2	–	Sell	-213,780	Closed	-$10.1M	–	173
2023 Q1	$10.1M	Sell	213,780 -28,585	-12%	-$1.36M	1.45%	20
2022 Q4	$11.3M	Buy	+242,365	New	+$11.1M	1.8%	16

Other funds holding GTO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWM

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Amplius Wealth Advisors's GTO Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q2 2023, closing a stake of 213,780 shares — an estimated $10.1M sold.

Amplius Wealth Advisors first reported a position in GTO in Q4 2022 and held it in 2 quarters. The position peaked at $11.3M in Q4 2022. 137 funds tracked by Wall St. Rank hold GTO as of Q2 2023.

Amplius Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q2 2023 after selling out during the quarter.
Amplius Wealth Advisors sold 213,780 Invesco Total Return Bond ETF shares in Q2 2023, an estimated $10.1M.
Amplius Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2022 and held it in 2 quarters.
Amplius Wealth Advisors's Invesco Total Return Bond ETF position peaked at $11.3M in Q4 2022.
137 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.