Diversified’s Invesco Total Return Bond ETF GTO Stock Holding History

Diversified’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
2024 Q3	–	Sell	-5,231	Closed	-$242K	–	232
2024 Q2	$242K	Buy	+5,231	New	+$242K	0.03%	198

Other funds holding GTO

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

RFA

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Diversified's GTO Position: Q3 2024 in Review

Diversified sold out of Invesco Total Return Bond ETF (GTO) in Q3 2024, closing a stake of 5,231 shares — an estimated $242K sold.

Diversified first reported a position in GTO in Q2 2024 and held it in 1 quarter. The position peaked at $242K in Q2 2024. 177 funds tracked by Wall St. Rank hold GTO as of Q3 2024.

Diversified reported no remaining Invesco Total Return Bond ETF position as of Q3 2024 after selling out during the quarter.
Diversified sold 5,231 Invesco Total Return Bond ETF shares in Q3 2024, an estimated $242K.
Diversified first reported a position in Invesco Total Return Bond ETF in Q2 2024 and held it in 1 quarter.
Diversified's Invesco Total Return Bond ETF position peaked at $242K in Q2 2024.
177 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.