GKWIM
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Gerber Kawasaki Wealth & Investment Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
-3,825
Closed -$185K – 288
2024
Q3 		$185K Buy
+3,825
New +$182K 0.01% 279
2024
Q1 		– Sell
-4,375
Closed -$207K – 290
2023
Q4 		$207K Buy
+4,375
New +$198K 0.01% 244

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $818M AUM 13.48% 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 $1.37T AUM 24.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's GTO Position: Q4 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Invesco Total Return Bond ETF (GTO) in Q4 2024, closing a stake of 3,825 shares — an estimated $185K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GTO in Q4 2023 and held it in 2 quarters. The position peaked at $207K in Q4 2023. 189 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Invesco Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 3,825 Invesco Total Return Bond ETF shares in Q4 2024, an estimated $185K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Invesco Total Return Bond ETF in Q4 2023 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Invesco Total Return Bond ETF position peaked at $207K in Q4 2023.
  • 189 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.