KHC
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Koesten Hirschmann & Crabtree’s Invesco Total Return Bond ETF GTO Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q4 		– Sell
-5
Closed -$238 – 118
2025
Q3 		$238 Hold
5
– – ﹤0.01% 235
2025
Q2 		$235 Buy
5
+4
+400% +$185 ﹤0.01% 305
2025
Q1 		$47 Hold
1
– – ﹤0.01% 208
2024
Q4 		$47 Hold
1
– – ﹤0.01% 198
2024
Q3 		$49 Hold
1
– – ﹤0.01% 198
2024
Q2 		$47 Hold
1
– – ﹤0.01% 218
2024
Q1 		$47 Sell
1
-29
-97% -$1.35K ﹤0.01% 218
2023
Q4 		$1.42K Buy
30
+1
+3% +$45 ﹤0.01% 154
2023
Q3 		$1.29K Hold
29
– – ﹤0.01% 149
2023
Q2 		$1.35K Sell
29
-21
-42% -$983 ﹤0.01% 138
2023
Q1 		$2.36K Hold
50
– – ﹤0.01% 152
2022
Q4 		$2.32K Buy
+50
New +$2.3K ﹤0.01% 133

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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