CIBC World Market
GTO icon

CIBC World Market’s Invesco Total Return Bond ETF GTO Stock Holding History

CIBC World Market’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
2022
Q4 		– Sell
-4,995
Closed -$228K – 1283
2022
Q3 		$228K Hold
4,995
– – ﹤0.01% 1099
2022
Q2 		$241K Sell
4,995
-2,822
-36% -$140K ﹤0.01% 1093
2022
Q1 		$410K Hold
7,817
– – ﹤0.01% 1004
2021
Q4 		$441K Hold
7,817
– – ﹤0.01% 1016
2021
Q3 		$444K Buy
7,817
+905
+13% +$51.9K ﹤0.01% 1004
2021
Q2 		$394K Buy
6,912
+210
+3% +$11.9K ﹤0.01% 1068
2021
Q1 		$375K Buy
+6,702
New +$381K ﹤0.01% 1033

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.45B AUM 27.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return