Destiny Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-173,581	Closed	-$8.07M	–	361
2022 Q4	$8.07M	Buy	173,581 +173,552	+598,455%	+$7.98M	1.75%	18
2022 Q3	$1K	Sell	29 -122	-81%	-$5.88K	﹤0.01%	553
2022 Q2	$7K	Sell	151 -824	-85%	-$41K	﹤0.01%	476
2022 Q1	$51K	Sell	975 -196	-17%	-$10.6K	0.01%	311
2021 Q4	$66K	Buy	1,171 +766	+189%	+$43.3K	0.01%	276
2021 Q3	$23K	Buy	+405	New	+$23.2K	﹤0.01%	361
2021 Q2	–	Sell	-405	Closed	-$23K	–	318
2021 Q1	$23K	Sell	405 -125,228	-100%	-$7.12M	﹤0.01%	351
2020 Q4	$7.25M	Buy	+125,633	New	+$7.3M	1.51%	18

Other funds holding GTO

LPL Financial San Diego, California $377B AUM 19.32% 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

RFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

SWM

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Destiny Wealth Partners's GTO Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Invesco Total Return Bond ETF (GTO) in Q1 2023, closing a stake of 173,581 shares — an estimated $8.07M sold.

Destiny Wealth Partners first reported a position in GTO in Q4 2020 and held it in 8 quarters. The position peaked at $8.07M in Q4 2022. 128 funds tracked by Wall St. Rank hold GTO as of Q1 2023.

Destiny Wealth Partners reported no remaining Invesco Total Return Bond ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 173,581 Invesco Total Return Bond ETF shares in Q1 2023, an estimated $8.07M.
Destiny Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Invesco Total Return Bond ETF position peaked at $8.07M in Q4 2022.
128 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.