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

Clear Perspective 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
2018 Q3	–	Sell	-29	Closed	-$2K	–	254
2018 Q2	$2K	Buy	+29	New	+$1.5K	﹤0.01%	466

Other funds holding GTO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clear Perspective Advisors's GTO Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q3 2018, closing a stake of 29 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in GTO in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 22 funds tracked by Wall St. Rank hold GTO as of Q3 2018.

Clear Perspective Advisors reported no remaining Invesco Total Return Bond ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 29 Invesco Total Return Bond ETF shares in Q3 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in Invesco Total Return Bond ETF in Q2 2018 and held it in 1 quarter.
Clear Perspective Advisors's Invesco Total Return Bond ETF position peaked at $2K in Q2 2018.
22 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.