KerberRose Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History

KerberRose Wealth 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
2022 Q2	$2.38M	Buy	+49,424	New	+$2.46M	1.94%	15

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

KerberRose Wealth Management's GTO Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Invesco Total Return Bond ETF (GTO) in Q2 2022: 49,424 shares worth $2.38M. The stake represents 1.94% of the portfolio and ranks #15 among its holdings.

132 funds tracked by Wall St. Rank hold GTO as of Q2 2022.

KerberRose Wealth Management held 49,424 shares of Invesco Total Return Bond ETF worth $2.38M as of Q2 2022.
Invesco Total Return Bond ETF was a new KerberRose Wealth Management position in Q2 2022.
Invesco Total Return Bond ETF made up 1.94% of KerberRose Wealth Management's portfolio in Q2 2022, its #15 holding.
132 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.