FAG
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Fortitude Advisory Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-4,299
Closed -$225K – 631
2022
Q1 		$225K Buy
4,299
+118
+3% +$6.37K 0.12% 184
2021
Q4 		$236K Buy
+4,181
New +$236K 0.12% 173

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Fortitude Advisory Group's GTO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco Total Return Bond ETF (GTO) in Q2 2022, closing a stake of 4,299 shares — an estimated $225K sold.

Fortitude Advisory Group first reported a position in GTO in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 132 funds tracked by Wall St. Rank hold GTO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 4,299 Invesco Total Return Bond ETF shares in Q2 2022, an estimated $225K.
  • Fortitude Advisory Group first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco Total Return Bond ETF position peaked at $236K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.