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First Horizon Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

First Horizon 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
Q2 		– Sell
-287
Closed -$13.4K – 2325
2024
Q1 		$13.4K Buy
287
+134
+88% +$6.26K ﹤0.01% 1481
2023
Q4 		$7.23K Buy
+153
New +$6.91K ﹤0.01% 1696

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

First Horizon Advisors's GTO Position: Q2 2024 in Review

First Horizon Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q2 2024, closing a stake of 287 shares — an estimated $13.4K sold.

First Horizon Advisors first reported a position in GTO in Q4 2023 and held it in 2 quarters. The position peaked at $13.4K in Q1 2024. 167 funds tracked by Wall St. Rank hold GTO as of Q2 2024.

  • First Horizon Advisors reported no remaining Invesco Total Return Bond ETF position as of Q2 2024 after selling out during the quarter.
  • First Horizon Advisors sold 287 Invesco Total Return Bond ETF shares in Q2 2024, an estimated $13.4K.
  • First Horizon Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2023 and held it in 2 quarters.
  • First Horizon Advisors's Invesco Total Return Bond ETF position peaked at $13.4K in Q1 2024.
  • 167 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2024.

Based on First Horizon Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.