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BOK Financial’s Invesco Total Return Bond ETF GTO Stock Holding History

BOK Financial’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
Q1 		$205K Hold
3,657
– – ﹤0.01% 873
2020
Q4 		$211K Buy
+3,657
New +$212K ﹤0.01% 855
2020
Q2 		– Sell
-4,481
Closed -$238K – 864
2020
Q1 		$238K Buy
+4,481
New +$244K 0.01% 731

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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

BOK Financial's GTO Position: Q1 2021 in Review

BOK Financial held its Invesco Total Return Bond ETF (GTO) position steady in Q1 2021 at 3,657 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

BOK Financial first reported a position in GTO in Q1 2020 and has held it in 3 quarters since. The position peaked at $238K in Q1 2020. 89 funds tracked by Wall St. Rank hold GTO as of Q1 2021.

  • BOK Financial held 3,657 shares of Invesco Total Return Bond ETF worth $205K as of Q1 2021.
  • BOK Financial left its Invesco Total Return Bond ETF share count unchanged in Q1 2021.
  • Invesco Total Return Bond ETF made up ﹤0.01% of BOK Financial's portfolio in Q1 2021, its #873 holding.
  • BOK Financial first reported a position in Invesco Total Return Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • BOK Financial's Invesco Total Return Bond ETF position peaked at $238K in Q1 2020.
  • 89 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2021.

Based on BOK Financial's 13F filing for Q1 2021, filed 21 Apr 2021.