CRCM
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Corbett Road Capital Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Corbett Road Capital 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
2022
Q2 		$1.12M Sell
23,177
-6,460
-22% -$322K 1.91% 14
2022
Q1 		$1.55M Buy
29,637
+2,292
+8% +$124K 2% 8
2021
Q4 		$1.54M Sell
27,345
-3,665
-12% -$207K 2.64% 6
2021
Q3 		$1.76M Buy
31,010
+236
+0.8% +$13.5K 3.05% 6
2021
Q2 		$1.76M Sell
30,774
-5,990
-16% -$339K 3.1% 3
2021
Q1 		$2.06M Sell
36,764
-39,238
-52% -$2.23M 3.06% 3
2020
Q4 		$4.38M Buy
+76,002
New +$4.41M 3.99% 4

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFA
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BC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return