Cetera Advisor Networks’s Invesco Total Return Bond ETF GTO Stock Holding History

Cetera Advisor Networks’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	$2.56M	Buy	54,691 +18,371	+51%	+$858K	0.01%	915
2023 Q4	$1.72M	Buy	36,320 +692	+2%	+$31.3K	0.01%	1043
2023 Q3	$1.59M	Buy	35,628 +13,544	+61%	+$620K	0.01%	1015
2023 Q2	$1.03M	Sell	22,084 -5	-0%	-$234	0.01%	1248
2023 Q1	$1.04M	Buy	22,089 +3,051	+16%	+$145K	0.01%	1209
2022 Q4	$885K	Buy	19,038 +5,875	+45%	+$270K	0.01%	1255
2022 Q3	$600K	Buy	13,163 +4,849	+58%	+$234K	0.01%	1166
2022 Q2	$400K	Buy	+8,314	New	+$414K	0.01%	1425
2021 Q4	–	Sell	-27,734	Closed	-$1.57M	–	2074
2021 Q3	$1.57M	Buy	27,734 +2,699	+11%	+$155K	0.02%	644
2021 Q2	$1.43M	Buy	+25,035	New	+$1.42M	0.02%	659

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

Cetera Advisor Networks's GTO Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco Total Return Bond ETF (GTO) stake by 51% in Q1 2024, buying an estimated $858K and bringing the position to 54,691 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #915.

Cetera Advisor Networks first reported a position in GTO in Q2 2021 and has held it in 10 quarters since. 168 funds tracked by Wall St. Rank hold GTO as of Q1 2024.

Cetera Advisor Networks held 54,691 shares of Invesco Total Return Bond ETF worth $2.56M as of Q1 2024.
Cetera Advisor Networks bought 18,371 Invesco Total Return Bond ETF shares in Q1 2024, an estimated $858K.
Invesco Total Return Bond ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #915 holding.
Cetera Advisor Networks first reported a position in Invesco Total Return Bond ETF in Q2 2021 and has held it in 10 quarters since.
168 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.