CHA
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Carmichael Hill & Associates’s Invesco Total Return Bond ETF GTO Stock Holding History

Carmichael Hill & Associates’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
Q1 		– Sell
-22
Closed -$1.04K – 790
2023
Q4 		$1.04K Hold
22
– – ﹤0.01% 739
2023
Q3 		$982 Hold
22
– – ﹤0.01% 733
2023
Q2 		$1.02K Hold
22
– – ﹤0.01% 736
2023
Q1 		$1.04K Hold
22
– – ﹤0.01% 726
2022
Q4 		$1.02K Hold
22
– – ﹤0.01% 719
2022
Q3 		$1K Sell
22
-244
-92% -$11.8K ﹤0.01% 770
2022
Q2 		$13K Sell
266
-30
-10% -$1.49K 0.01% 517
2022
Q1 		$16K Sell
296
-5,295
-95% -$286K 0.01% 527
2021
Q4 		$315K Buy
+5,591
New +$316K 0.16% 135

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return