CAL
GTOQ

Capital Analysts LLC’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

Capital Analysts LLC’s Portfolio GTOQ Stock Details GTOQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-59
Closed -$1K – 1339
2024
Q3 		$1K Buy
+59
New +$1.32K ﹤0.01% 1269

Other funds holding GTOQ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Analysts LLC's GTOQ Position: Q4 2024 in Review

Capital Analysts LLC sold out of Invesco High Yield Systematic Bond ETF (GTOQ) in Q4 2024, closing a stake of 59 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in GTOQ in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 16 funds tracked by Wall St. Rank hold GTOQ as of Q4 2024.

  • Capital Analysts LLC reported no remaining Invesco High Yield Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 59 Invesco High Yield Systematic Bond ETF shares in Q4 2024, an estimated $1K.
  • Capital Analysts LLC first reported a position in Invesco High Yield Systematic Bond ETF in Q3 2024 and held it in 1 quarter.
  • Capital Analysts LLC's Invesco High Yield Systematic Bond ETF position peaked at $1K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Invesco High Yield Systematic Bond ETF as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.