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Keel Point’s Invesco Total Return Bond ETF GTO Stock Holding History

Keel Point’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
Q4 		– Sell
-5,046
Closed -$244K – 455
2024
Q3 		$244K Hold
5,046
– – 0.02% 378
2024
Q2 		$241K Sell
5,046
-2,607
-34% -$121K 0.02% 370
2024
Q1 		$358K Sell
7,653
-9
-0.1% -$420 0.04% 258
2023
Q4 		$362K Buy
7,662
+238
+3% +$10.8K 0.04% 231
2023
Q3 		$331K Buy
7,424
+242
+3% +$11.1K 0.05% 224
2023
Q2 		$334K Sell
7,182
-2,660
-27% -$125K 0.04% 233
2023
Q1 		$465K Buy
9,842
+1,298
+15% +$61.6K 0.07% 173
2022
Q4 		$397K Buy
+8,544
New +$393K 0.06% 183

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Keel Point's GTO Position: Q4 2024 in Review

Keel Point sold out of Invesco Total Return Bond ETF (GTO) in Q4 2024, closing a stake of 5,046 shares — an estimated $244K sold.

Keel Point first reported a position in GTO in Q4 2022 and held it in 8 quarters. The position peaked at $465K in Q1 2023. 190 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • Keel Point reported no remaining Invesco Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Keel Point sold 5,046 Invesco Total Return Bond ETF shares in Q4 2024, an estimated $244K.
  • Keel Point first reported a position in Invesco Total Return Bond ETF in Q4 2022 and held it in 8 quarters.
  • Keel Point's Invesco Total Return Bond ETF position peaked at $465K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on Keel Point's 13F filing for Q4 2024, filed 14 Feb 2025.