HPC
GTOQ

Hobart Private Capital’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

Hobart Private Capital’s Portfolio GTOQ Stock Details GTOQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,616
Closed -$260K – 66
2023
Q4 		$260K Buy
+11,616
New +$250K 0.09% 56

Other funds holding GTOQ

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Hobart Private Capital's GTOQ Position: Q1 2024 in Review

Hobart Private Capital sold out of Invesco High Yield Systematic Bond ETF (GTOQ) in Q1 2024, closing a stake of 11,616 shares — an estimated $260K sold.

Hobart Private Capital first reported a position in GTOQ in Q4 2023 and held it in 1 quarter. The position peaked at $260K in Q4 2023. 17 funds tracked by Wall St. Rank hold GTOQ as of Q1 2024.

  • Hobart Private Capital reported no remaining Invesco High Yield Systematic Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Hobart Private Capital sold 11,616 Invesco High Yield Systematic Bond ETF shares in Q1 2024, an estimated $260K.
  • Hobart Private Capital first reported a position in Invesco High Yield Systematic Bond ETF in Q4 2023 and held it in 1 quarter.
  • Hobart Private Capital's Invesco High Yield Systematic Bond ETF position peaked at $260K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Invesco High Yield Systematic Bond ETF as of Q1 2024.

Based on Hobart Private Capital's 13F filing for Q1 2024, filed 15 Apr 2024.