FCAG
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First Capital Advisors Group’s Invesco Total Return Bond ETF GTO Stock Holding History

First Capital Advisors Group’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
2018
Q2 		– Sell
-1,992
Closed -$104K – 399
2018
Q1 		$104K Buy
+1,992
New +$104K 0.06% 208
2017
Q3 		– Sell
-9,589
Closed -$501K – 157
2017
Q2 		$501K Buy
9,589
+3,072
+47% +$160K 0.34% 96
2017
Q1 		$335K Buy
+6,517
New +$333K 0.25% 105

Other funds holding GTO

SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return