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

Engrave 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
2020
Q3 		– Sell
-1,806
Closed -$103K – 212
2020
Q2 		$103K Hold
1,806
– – 0.09% 77
2020
Q1 		$95K Buy
+1,806
New +$98.4K 0.11% 64

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Engrave Wealth Partners's GTO Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Invesco Total Return Bond ETF (GTO) in Q3 2020, closing a stake of 1,806 shares — an estimated $103K sold.

Engrave Wealth Partners first reported a position in GTO in Q1 2020 and held it in 2 quarters. The position peaked at $103K in Q2 2020. 65 funds tracked by Wall St. Rank hold GTO as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Invesco Total Return Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 1,806 Invesco Total Return Bond ETF shares in Q3 2020, an estimated $103K.
  • Engrave Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Invesco Total Return Bond ETF position peaked at $103K in Q2 2020.
  • 65 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.