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Laurel Wealth Planning’s Invesco Total Return Bond ETF GTO Stock Holding History

Laurel Wealth Planning’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 		– Sell
-718
Closed -$38K – 258
2022
Q1 		$38K Buy
+718
New +$38.7K 0.03% 131

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 22.96% 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

Laurel Wealth Planning's GTO Position: Q2 2022 in Review

Laurel Wealth Planning sold out of Invesco Total Return Bond ETF (GTO) in Q2 2022, closing a stake of 718 shares — an estimated $38K sold.

Laurel Wealth Planning first reported a position in GTO in Q1 2022 and held it in 1 quarter. The position peaked at $38K in Q1 2022. 132 funds tracked by Wall St. Rank hold GTO as of Q2 2022.

  • Laurel Wealth Planning reported no remaining Invesco Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 718 Invesco Total Return Bond ETF shares in Q2 2022, an estimated $38K.
  • Laurel Wealth Planning first reported a position in Invesco Total Return Bond ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's Invesco Total Return Bond ETF position peaked at $38K in Q1 2022.
  • 132 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.