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Belpointe Asset Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Belpointe Asset 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
2024
Q2 		– Sell
-46,299
Closed -$2.17M – 886
2024
Q1 		$2.17M Buy
46,299
+34,945
+308% +$1.63M 0.16% 119
2023
Q4 		$536K Sell
11,354
-383
-3% -$17.3K 0.05% 351
2023
Q3 		$524K Sell
11,737
-12,564
-52% -$575K 0.05% 324
2023
Q2 		$1.13M Sell
24,301
-898
-4% -$42K 0.12% 164
2023
Q1 		$1.19M Buy
25,199
+666
+3% +$31.6K 0.06% 296
2022
Q4 		$1.14M Sell
24,533
-3,854
-14% -$177K 0.07% 286
2022
Q3 		$1.29M Buy
28,387
+3,621
+15% +$174K 0.09% 242
2022
Q2 		$1.19M Buy
24,766
+6,207
+33% +$309K 0.08% 258
2022
Q1 		$973K Buy
18,559
+2,376
+15% +$128K 0.06% 339
2021
Q4 		$912K Buy
+16,183
New +$914K 0.06% 341

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return