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

BDO 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
2020
Q4 		– Sell
-880
Closed -$51K – 950
2020
Q3 		$51K Buy
+880
New +$51K 0.01% 327

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

BDO Wealth Advisors's GTO Position: Q4 2020 in Review

BDO Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q4 2020, closing a stake of 880 shares — an estimated $51K sold.

BDO Wealth Advisors first reported a position in GTO in Q3 2020 and held it in 1 quarter. The position peaked at $51K in Q3 2020. 86 funds tracked by Wall St. Rank hold GTO as of Q4 2020.

  • BDO Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 880 Invesco Total Return Bond ETF shares in Q4 2020, an estimated $51K.
  • BDO Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2020 and held it in 1 quarter.
  • BDO Wealth Advisors's Invesco Total Return Bond ETF position peaked at $51K in Q3 2020.
  • 86 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.