BlackDiamond Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History

BlackDiamond Wealth 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
2022 Q1	–	Sell	-12,639	Closed	-$712K	–	112
2021 Q4	$712K	Buy	+12,639	New	+$714K	0.82%	31

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackDiamond Wealth Management's GTO Position: Q1 2022 in Review

BlackDiamond Wealth Management sold out of Invesco Total Return Bond ETF (GTO) in Q1 2022, closing a stake of 12,639 shares — an estimated $712K sold.

BlackDiamond Wealth Management first reported a position in GTO in Q4 2021 and held it in 1 quarter. The position peaked at $712K in Q4 2021. 133 funds tracked by Wall St. Rank hold GTO as of Q1 2022.

BlackDiamond Wealth Management reported no remaining Invesco Total Return Bond ETF position as of Q1 2022 after selling out during the quarter.
BlackDiamond Wealth Management sold 12,639 Invesco Total Return Bond ETF shares in Q1 2022, an estimated $712K.
BlackDiamond Wealth Management first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 1 quarter.
BlackDiamond Wealth Management's Invesco Total Return Bond ETF position peaked at $712K in Q4 2021.
133 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2022.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.