Bessemer Group
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Bessemer Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Bessemer Group’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
Q2 		– Sell
-2,679
Closed -$126K – 2293
2023
Q1 		$126K Buy
+2,679
New +$127K ﹤0.01% 1017

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 $377B 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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Bessemer Group's GTO Position: Q2 2023 in Review

Bessemer Group sold out of Invesco Total Return Bond ETF (GTO) in Q2 2023, closing a stake of 2,679 shares — an estimated $126K sold.

Bessemer Group first reported a position in GTO in Q1 2023 and held it in 1 quarter. The position peaked at $126K in Q1 2023. 138 funds tracked by Wall St. Rank hold GTO as of Q2 2023.

  • Bessemer Group reported no remaining Invesco Total Return Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Bessemer Group sold 2,679 Invesco Total Return Bond ETF shares in Q2 2023, an estimated $126K.
  • Bessemer Group first reported a position in Invesco Total Return Bond ETF in Q1 2023 and held it in 1 quarter.
  • Bessemer Group's Invesco Total Return Bond ETF position peaked at $126K in Q1 2023.
  • 138 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2023.

Based on Bessemer Group's 13F filing for Q2 2023, filed 10 Aug 2023.