ACK
GTO icon

Andrew C. Karlinski’s Invesco Total Return Bond ETF GTO Stock Holding History

Andrew C. Karlinski’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
2022
Q4 		– Sell
-100
Closed -$5K – 97
2022
Q3 		$5K Hold
100
– – 0.01% 183
2022
Q2 		$5K Hold
100
– – 0.01% 200
2022
Q1 		$5K Sell
100
-5,794
-98% -$313K 0.01% 198
2021
Q4 		$332K Buy
+5,894
New +$333K 0.61% 38

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Andrew C. Karlinski's GTO Position: Q4 2022 in Review

Andrew C. Karlinski sold out of Invesco Total Return Bond ETF (GTO) in Q4 2022, closing a stake of 100 shares — an estimated $5K sold.

Andrew C. Karlinski first reported a position in GTO in Q4 2021 and held it in 4 quarters. The position peaked at $332K in Q4 2021. 130 funds tracked by Wall St. Rank hold GTO as of Q4 2022.

  • Andrew C. Karlinski reported no remaining Invesco Total Return Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 100 Invesco Total Return Bond ETF shares in Q4 2022, an estimated $5K.
  • Andrew C. Karlinski first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's Invesco Total Return Bond ETF position peaked at $332K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.