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Great Valley Advisor Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Great Valley Advisor 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
2021
Q2 		– Sell
-10,650
Closed -$597K – 546
2021
Q1 		$597K Buy
+10,650
New +$605K 0.06% 269

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Great Valley Advisor Group's GTO Position: Q2 2021 in Review

Great Valley Advisor Group sold out of Invesco Total Return Bond ETF (GTO) in Q2 2021, closing a stake of 10,650 shares — an estimated $597K sold.

Great Valley Advisor Group first reported a position in GTO in Q1 2021 and held it in 1 quarter. The position peaked at $597K in Q1 2021. 103 funds tracked by Wall St. Rank hold GTO as of Q2 2021.

  • Great Valley Advisor Group reported no remaining Invesco Total Return Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Great Valley Advisor Group sold 10,650 Invesco Total Return Bond ETF shares in Q2 2021, an estimated $597K.
  • Great Valley Advisor Group first reported a position in Invesco Total Return Bond ETF in Q1 2021 and held it in 1 quarter.
  • Great Valley Advisor Group's Invesco Total Return Bond ETF position peaked at $597K in Q1 2021.
  • 103 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2021.

Based on Great Valley Advisor Group's 13F filing for Q2 2021, filed 27 Jul 2021.