Claro Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Claro Advisors’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
2021 Q4	–	Sell	-4,566	Closed	-$259K	–	293
2021 Q3	$259K	Buy	+4,566	New	+$262K	0.11%	196

Other funds holding GTO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

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

PWS

Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return

Claro Advisors's GTO Position: Q4 2021 in Review

Claro Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q4 2021, closing a stake of 4,566 shares — an estimated $259K sold.

Claro Advisors first reported a position in GTO in Q3 2021 and held it in 1 quarter. The position peaked at $259K in Q3 2021. 123 funds tracked by Wall St. Rank hold GTO as of Q4 2021.

Claro Advisors reported no remaining Invesco Total Return Bond ETF position as of Q4 2021 after selling out during the quarter.
Claro Advisors sold 4,566 Invesco Total Return Bond ETF shares in Q4 2021, an estimated $259K.
Claro Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2021 and held it in 1 quarter.
Claro Advisors's Invesco Total Return Bond ETF position peaked at $259K in Q3 2021.
123 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2021.

Based on Claro Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.