JCA
GTO icon

January Capital Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

January Capital Advisors’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
2022
Q2 		$4.11M Hold
85,347
– – 3.65% 7
2022
Q1 		$4.11M Buy
+85,347
New +$4.61M 3.65% 7

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

January Capital Advisors's GTO Position: Q2 2022 in Review

January Capital Advisors held its Invesco Total Return Bond ETF (GTO) position steady in Q2 2022 at 85,347 shares worth $4.11M. The position accounts for 3.65% of the portfolio, ranked #7.

January Capital Advisors first reported a position in GTO in Q1 2022 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold GTO as of Q2 2022.

  • January Capital Advisors held 85,347 shares of Invesco Total Return Bond ETF worth $4.11M as of Q2 2022.
  • January Capital Advisors left its Invesco Total Return Bond ETF share count unchanged in Q2 2022.
  • Invesco Total Return Bond ETF made up 3.65% of January Capital Advisors's portfolio in Q2 2022, its #7 holding.
  • January Capital Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.