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	–	785
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	0.14%	135

Other funds holding GTO

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

SWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Carmichael Hill & Associates's GTO Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of Invesco Total Return Bond ETF (GTO) in Q1 2024, closing a stake of 22 shares — an estimated $1.04K sold.

Carmichael Hill & Associates first reported a position in GTO in Q4 2021 and held it in 9 quarters. The position peaked at $315K in Q4 2021. 168 funds tracked by Wall St. Rank hold GTO as of Q1 2024.

Carmichael Hill & Associates reported no remaining Invesco Total Return Bond ETF position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 22 Invesco Total Return Bond ETF shares in Q1 2024, an estimated $1.04K.
Carmichael Hill & Associates first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 9 quarters.
Carmichael Hill & Associates's Invesco Total Return Bond ETF position peaked at $315K in Q4 2021.
168 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.