Anchor Investment Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Anchor Investment Management’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	–	Sell	-686	Closed	-$39.1K	–	953
2021 Q2	$39.1K	Hold	686	–	–	0.01%	564
2021 Q1	$38.4K	Sell	686 -200	-23%	-$11.4K	0.01%	550
2020 Q4	$51.1K	Hold	886	–	–	0.01%	463
2020 Q3	$51.2K	Hold	886	–	–	0.01%	437
2020 Q2	$50.6K	Sell	886 -46	-5%	-$2.55K	0.01%	433
2020 Q1	$49.5K	Hold	932	–	–	0.01%	419
2019 Q4	$50.5K	Buy	932 +46	+5%	+$2.5K	0.01%	460
2019 Q3	$48.1K	Hold	886	–	–	0.01%	458
2019 Q2	$47.2K	Hold	886	–	–	0.01%	458
2019 Q1	$45.8K	Hold	886	–	–	0.01%	451
2018 Q4	$44.3K	Hold	886	–	–	0.01%	451
2018 Q3	$45.6K	Hold	886	–	–	0.01%	486
2018 Q2	$46.1K	Hold	886	–	–	0.01%	490
2018 Q1	$46.4K	Hold	886	–	–	0.01%	487
2017 Q4	$46.8K	Hold	886	–	–	0.01%	472
2017 Q3	$46.6K	Buy	+886	New	+$46.5K	0.01%	462

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

SWM

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

PWS

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

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

FFN

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

Anchor Investment Management's GTO Position: Q3 2021 in Review

Anchor Investment Management sold out of Invesco Total Return Bond ETF (GTO) in Q3 2021, closing a stake of 686 shares — an estimated $39.1K sold.

Anchor Investment Management first reported a position in GTO in Q3 2017 and held it in 16 quarters. The position peaked at $51.2K in Q3 2020. 108 funds tracked by Wall St. Rank hold GTO as of Q3 2021.

Anchor Investment Management reported no remaining Invesco Total Return Bond ETF position as of Q3 2021 after selling out during the quarter.
Anchor Investment Management sold 686 Invesco Total Return Bond ETF shares in Q3 2021, an estimated $39.1K.
Anchor Investment Management first reported a position in Invesco Total Return Bond ETF in Q3 2017 and held it in 16 quarters.
Anchor Investment Management's Invesco Total Return Bond ETF position peaked at $51.2K in Q3 2020.
108 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2021.

Based on Anchor Investment Management's 13F filing for Q3 2021, filed 2 Jan 2024.