Jackson Financial Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Jackson Financial Management’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
2019 Q4	$2.76M	Buy	+51,000	New	+$2.77M	1.43%	20

Other funds holding GTO

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

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

Jackson Financial Management's GTO Position: Q4 2019 in Review

Jackson Financial Management opened a new position in Invesco Total Return Bond ETF (GTO) in Q4 2019: 51,000 shares worth $2.76M. The stake represents 1.43% of the portfolio and ranks #20 among its holdings.

44 funds tracked by Wall St. Rank hold GTO as of Q4 2019.

Jackson Financial Management held 51,000 shares of Invesco Total Return Bond ETF worth $2.76M as of Q4 2019.
Invesco Total Return Bond ETF was a new Jackson Financial Management position in Q4 2019.
Invesco Total Return Bond ETF made up 1.43% of Jackson Financial Management's portfolio in Q4 2019, its #20 holding.
44 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.