Intelligence Driven Advisers’s Invesco Total Return Bond ETF GTO Stock Holding History

Intelligence Driven Advisers’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
2023 Q1	–	Sell	-7,540	Closed	-$357K	–	95
2022 Q4	$357K	Sell	7,540 -173,043	-96%	-$7.96M	0.07%	67
2022 Q3	$8.26M	Buy	180,583 +4,295	+2%	+$207K	1.66%	23
2022 Q2	$8.54M	Sell	176,288 -27,708	-14%	-$1.38M	1.67%	22
2022 Q1	$10.5M	Sell	203,996 -169,213	-45%	-$9.13M	1.92%	16
2021 Q4	$20.5M	Buy	373,209 +150,648	+68%	+$8.51M	3.77%	12
2021 Q3	$12.6M	Sell	222,561 -10,049	-4%	-$576K	2.83%	11
2021 Q2	$13.3M	Buy	+232,610	New	+$13.2M	2.58%	13

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Intelligence Driven Advisers's GTO Position: Q1 2023 in Review

Intelligence Driven Advisers sold out of Invesco Total Return Bond ETF (GTO) in Q1 2023, closing a stake of 7,540 shares — an estimated $357K sold.

Intelligence Driven Advisers first reported a position in GTO in Q2 2021 and held it in 7 quarters. The position peaked at $20.5M in Q4 2021. 127 funds tracked by Wall St. Rank hold GTO as of Q1 2023.

Intelligence Driven Advisers reported no remaining Invesco Total Return Bond ETF position as of Q1 2023 after selling out during the quarter.
Intelligence Driven Advisers sold 7,540 Invesco Total Return Bond ETF shares in Q1 2023, an estimated $357K.
Intelligence Driven Advisers first reported a position in Invesco Total Return Bond ETF in Q2 2021 and held it in 7 quarters.
Intelligence Driven Advisers's Invesco Total Return Bond ETF position peaked at $20.5M in Q4 2021.
127 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2023.

Based on Intelligence Driven Advisers's 13F filing for Q1 2023, filed 11 May 2023.