IPW
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Intergy Private Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Intergy Private Wealth’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
2024
Q2 		– Sell
-5,388
Closed -$252K – 82
2024
Q1 		$252K Sell
5,388
-1,686
-24% -$78.8K 0.1% 74
2023
Q4 		$334K Buy
7,074
+98
+1% +$4.43K 0.14% 60
2023
Q3 		$311K Buy
6,976
+84
+1% +$3.85K 0.16% 60
2023
Q2 		$320K Buy
6,892
+213
+3% +$9.97K 0.16% 60
2023
Q1 		$315K Buy
6,679
+297
+5% +$14.1K 0.18% 57
2022
Q4 		$297K Buy
6,382
+927
+17% +$42.6K 0.19% 55
2022
Q3 		$249K Buy
5,455
+931
+21% +$44.9K 0.18% 56
2022
Q2 		$218K Sell
4,524
-4,011
-47% -$200K 0.17% 59
2022
Q1 		$448K Buy
+8,535
New +$461K 0.31% 36

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return