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Capital Investment Advisory Services’s Invesco Total Return Bond ETF GTO Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-275
Closed -$13.3K – 967
2024
Q3 		$13.3K Sell
275
-1,144
-81% -$54.5K ﹤0.01% 831
2024
Q2 		$65.8K Buy
1,419
+275
+24% +$12.7K 0.01% 626
2024
Q1 		$53.6K Buy
+1,144
New +$53.4K 0.01% 648

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Investment Advisory Services's GTO Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Invesco Total Return Bond ETF (GTO) in Q4 2024, closing a stake of 275 shares — an estimated $13.3K sold.

Capital Investment Advisory Services first reported a position in GTO in Q1 2024 and held it in 3 quarters. The position peaked at $65.8K in Q2 2024. 190 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • Capital Investment Advisory Services reported no remaining Invesco Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 275 Invesco Total Return Bond ETF shares in Q4 2024, an estimated $13.3K.
  • Capital Investment Advisory Services first reported a position in Invesco Total Return Bond ETF in Q1 2024 and held it in 3 quarters.
  • Capital Investment Advisory Services's Invesco Total Return Bond ETF position peaked at $65.8K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.