Clear Creek Financial Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Clear Creek Financial Management’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 Q3	–	Sell	-32,601	Closed	-$1.86M	–	342
2021 Q2	$1.86M	Buy	+32,601	New	+$1.85M	0.29%	92
2021 Q1	–	Sell	-26,285	Closed	-$1.51M	–	130
2020 Q4	$1.51M	Buy	+26,285	New	+$1.53M	0.29%	70

Other funds holding GTO

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

PWS

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

IWP

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Clear Creek Financial Management's GTO Position: Q3 2021 in Review

Clear Creek Financial Management sold out of Invesco Total Return Bond ETF (GTO) in Q3 2021, closing a stake of 32,601 shares — an estimated $1.86M sold.

Clear Creek Financial Management first reported a position in GTO in Q4 2020 and held it in 2 quarters. The position peaked at $1.86M in Q2 2021. 108 funds tracked by Wall St. Rank hold GTO as of Q3 2021.

Clear Creek Financial Management reported no remaining Invesco Total Return Bond ETF position as of Q3 2021 after selling out during the quarter.
Clear Creek Financial Management sold 32,601 Invesco Total Return Bond ETF shares in Q3 2021, an estimated $1.86M.
Clear Creek Financial Management first reported a position in Invesco Total Return Bond ETF in Q4 2020 and held it in 2 quarters.
Clear Creek Financial Management's Invesco Total Return Bond ETF position peaked at $1.86M in Q2 2021.
108 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2021.

Based on Clear Creek Financial Management's 13F filing for Q3 2021, filed 14 Oct 2021.