GVAG
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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 $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $247M AUM 16.55% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 1-Year Est. Return