GFG
GTO icon

Goldstone Financial Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Goldstone Financial 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
2024
Q1 		– Sell
-6,793
Closed -$321K – 170
2023
Q4 		$321K Sell
6,793
-232,491
-97% -$10.5M 0.08% 117
2023
Q3 		$10.7M Buy
239,284
+9,438
+4% +$432K 3.17% 6
2023
Q2 		$10.7M Buy
229,846
+22,405
+11% +$1.05M 3.14% 7
2023
Q1 		$9.79M Buy
+207,441
New +$9.84M 3.23% 6

Other funds holding GTO

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
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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Goldstone Financial Group's GTO Position: Q1 2024 in Review

Goldstone Financial Group sold out of Invesco Total Return Bond ETF (GTO) in Q1 2024, closing a stake of 6,793 shares — an estimated $321K sold.

Goldstone Financial Group first reported a position in GTO in Q1 2023 and held it in 4 quarters. The position peaked at $10.7M in Q3 2023. 168 funds tracked by Wall St. Rank hold GTO as of Q1 2024.

  • Goldstone Financial Group reported no remaining Invesco Total Return Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 6,793 Invesco Total Return Bond ETF shares in Q1 2024, an estimated $321K.
  • Goldstone Financial Group first reported a position in Invesco Total Return Bond ETF in Q1 2023 and held it in 4 quarters.
  • Goldstone Financial Group's Invesco Total Return Bond ETF position peaked at $10.7M in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2024.

Based on Goldstone Financial Group's 13F filing for Q1 2024, filed 15 Jan 2025.