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Aveo Capital Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-4,591
Closed -$213K – 355
2022
Q4 		$213K Sell
4,591
-246,661
-98% -$11.3M 0.03% 305
2022
Q3 		$11.5M Sell
251,252
-17,446
-6% -$841K 1.97% 7
2022
Q2 		$12.9M Buy
268,698
+263,698
+5,274% +$13.1M 2.12% 8
2022
Q1 		$262K Buy
+5,000
New +$270K 0.05% 237

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Aveo Capital Partners's GTO Position: Q1 2023 in Review

Aveo Capital Partners sold out of Invesco Total Return Bond ETF (GTO) in Q1 2023, closing a stake of 4,591 shares — an estimated $213K sold.

Aveo Capital Partners first reported a position in GTO in Q1 2022 and held it in 4 quarters. The position peaked at $12.9M in Q2 2022. 128 funds tracked by Wall St. Rank hold GTO as of Q1 2023.

  • Aveo Capital Partners reported no remaining Invesco Total Return Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Aveo Capital Partners sold 4,591 Invesco Total Return Bond ETF shares in Q1 2023, an estimated $213K.
  • Aveo Capital Partners first reported a position in Invesco Total Return Bond ETF in Q1 2022 and held it in 4 quarters.
  • Aveo Capital Partners's Invesco Total Return Bond ETF position peaked at $12.9M in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2023.

Based on Aveo Capital Partners's 13F filing for Q1 2023, filed 3 May 2023.