Destiny Capital Securities’s Invesco Total Return Bond ETF GTO Stock Holding History

Destiny Capital Securities’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
2023 Q3	$4.14M	Buy	+92,784	New	+$4.25M	3.36%	9

Other funds holding GTO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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

SWM

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Destiny Capital Securities's GTO Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in Invesco Total Return Bond ETF (GTO) in Q3 2023: 92,784 shares worth $4.14M. The stake represents 3.36% of the portfolio and ranks #9 among its holdings.

136 funds tracked by Wall St. Rank hold GTO as of Q3 2023.

Destiny Capital Securities held 92,784 shares of Invesco Total Return Bond ETF worth $4.14M as of Q3 2023.
Invesco Total Return Bond ETF was a new Destiny Capital Securities position in Q3 2023.
Invesco Total Return Bond ETF made up 3.36% of Destiny Capital Securities's portfolio in Q3 2023, its #9 holding.
136 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.