FNWA
GTO icon

Financial Network Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Financial Network Wealth Advisors’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
Q4 		– Sell
-800
Closed -$38.6K – 630
2024
Q3 		$38.6K Buy
+800
New +$38.1K 0.03% 304

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Network Wealth Advisors's GTO Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q4 2024, closing a stake of 800 shares — an estimated $38.6K sold.

Financial Network Wealth Advisors first reported a position in GTO in Q3 2024 and held it in 1 quarter. The position peaked at $38.6K in Q3 2024. 190 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 800 Invesco Total Return Bond ETF shares in Q4 2024, an estimated $38.6K.
  • Financial Network Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Invesco Total Return Bond ETF position peaked at $38.6K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.