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Castleview Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-1,235
Closed -$57.4K – 333
2024
Q4 		$57.4K Sell
1,235
-314
-20% -$14.8K 0.03% 323
2024
Q3 		$74.8K Sell
1,549
-15
-1% -$715 0.04% 270
2024
Q2 		$72.5K Hold
1,564
– – 0.04% 273
2024
Q1 		$73.2K Buy
1,564
+1
+0.1% +$47 0.04% 297
2023
Q4 		$73.8K Sell
1,563
-254
-14% -$11.5K 0.05% 241
2023
Q3 		$81.1K Buy
1,817
+11
+0.6% +$504 0.07% 197
2023
Q2 		$83.9K Buy
1,806
+1,793
+13,792% +$83.9K 0.08% 199
2023
Q1 		$614 Sell
13
-5
-28% -$237 ﹤0.01% 640
2022
Q4 		$836 Sell
18
-12
-40% -$552 ﹤0.01% 564
2022
Q3 		$1K Sell
30
-1,196
-98% -$57.6K ﹤0.01% 569
2022
Q2 		$344K Buy
1,226
+1,125
+1,114% +$56K 0.27% 81
2022
Q1 		$5K Buy
+101
New +$5.45K ﹤0.01% 566
2021
Q2 		$6K Buy
+101
New +$5.72K ﹤0.01% 769

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 22.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

Castleview Partners's GTO Position: Q1 2025 in Review

Castleview Partners sold out of Invesco Total Return Bond ETF (GTO) in Q1 2025, closing a stake of 1,235 shares — an estimated $57.4K sold.

Castleview Partners first reported a position in GTO in Q2 2021 and held it in 13 quarters. The position peaked at $344K in Q2 2022. 193 funds tracked by Wall St. Rank hold GTO as of Q1 2025.

  • Castleview Partners reported no remaining Invesco Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 1,235 Invesco Total Return Bond ETF shares in Q1 2025, an estimated $57.4K.
  • Castleview Partners first reported a position in Invesco Total Return Bond ETF in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's Invesco Total Return Bond ETF position peaked at $344K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.