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	1.68%	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 $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

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

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return