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B. Riley Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

B. Riley 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
2021
Q4 		– Sell
-4,085
Closed -$232K – 1448
2021
Q3 		$232K Buy
+4,085
New +$234K 0.01% 1174

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
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
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

B. Riley Wealth Advisors's GTO Position: Q4 2021 in Review

B. Riley Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q4 2021, closing a stake of 4,085 shares — an estimated $232K sold.

B. Riley Wealth Advisors first reported a position in GTO in Q3 2021 and held it in 1 quarter. The position peaked at $232K in Q3 2021. 122 funds tracked by Wall St. Rank hold GTO as of Q4 2021.

  • B. Riley Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,085 Invesco Total Return Bond ETF shares in Q4 2021, an estimated $232K.
  • B. Riley Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco Total Return Bond ETF position peaked at $232K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.