Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco Total Return Bond ETF GTO Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-288
Closed -$12.8K – 218
2023
Q3 		$12.8K Buy
+288
New +$13.2K ﹤0.01% 319

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Legacy Financial Group (Iowa)'s GTO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco Total Return Bond ETF (GTO) in Q4 2023, closing a stake of 288 shares — an estimated $12.8K sold.

Legacy Financial Group (Iowa) first reported a position in GTO in Q3 2023 and held it in 1 quarter. The position peaked at $12.8K in Q3 2023. 163 funds tracked by Wall St. Rank hold GTO as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 288 Invesco Total Return Bond ETF shares in Q4 2023, an estimated $12.8K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco Total Return Bond ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco Total Return Bond ETF position peaked at $12.8K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.