EH
GTOQ

Equitable Holdings’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

Equitable Holdings’s Portfolio GTOQ Stock Details GTOQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,916
Closed -$222K – 1229
2024
Q1 		$222K Sell
9,916
-4,959
-33% -$110K ﹤0.01% 1061
2023
Q4 		$333K Sell
14,875
-7,291
-33% -$157K ﹤0.01% 908
2023
Q3 		$472K Sell
22,166
-4,501
-17% -$97.2K 0.01% 736
2023
Q2 		$575K Buy
+26,667
New +$572K 0.01% 661

Other funds holding GTOQ

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Equitable Holdings's GTOQ Position: Q2 2024 in Review

Equitable Holdings sold out of Invesco High Yield Systematic Bond ETF (GTOQ) in Q2 2024, closing a stake of 9,916 shares — an estimated $222K sold.

Equitable Holdings first reported a position in GTOQ in Q2 2023 and held it in 4 quarters. The position peaked at $575K in Q2 2023. 13 funds tracked by Wall St. Rank hold GTOQ as of Q2 2024.

  • Equitable Holdings reported no remaining Invesco High Yield Systematic Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Equitable Holdings sold 9,916 Invesco High Yield Systematic Bond ETF shares in Q2 2024, an estimated $222K.
  • Equitable Holdings first reported a position in Invesco High Yield Systematic Bond ETF in Q2 2023 and held it in 4 quarters.
  • Equitable Holdings's Invesco High Yield Systematic Bond ETF position peaked at $575K in Q2 2023.
  • 13 funds tracked by Wall St. Rank held Invesco High Yield Systematic Bond ETF as of Q2 2024.

Based on Equitable Holdings's 13F filing for Q2 2024, filed 14 Aug 2024.