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Leo Brokerage’s Invesco Total Return Bond ETF GTO Stock Holding History

Leo Brokerage’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
Q2 		$443K Buy
9,607
+3,194
+50% +$150K 0.05% 198
2023
Q1 		$302K Buy
+6,413
New +$304K 0.05% 228
2022
Q2 		$440K Sell
9,139
-126
-1% -$6.27K 0.12% 111
2022
Q1 		$486K Buy
+9,265
New +$500K 0.08% 151
2021
Q3 		$616K Buy
10,851
+2,851
+36% +$164K 0.11% 91
2021
Q2 		$456K Buy
8,000
+1,063
+15% +$60.2K 0.09% 115
2021
Q1 		$389K Buy
+6,937
New +$394K 0.11% 123

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Leo Brokerage's GTO Position: Q2 2023 in Review

Leo Brokerage increased its Invesco Total Return Bond ETF (GTO) stake by 50% in Q2 2023, buying an estimated $150K and bringing the position to 9,607 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #198.

Leo Brokerage first reported a position in GTO in Q1 2021 and has held it in 7 quarters since. The position peaked at $616K in Q3 2021. 137 funds tracked by Wall St. Rank hold GTO as of Q2 2023.

  • Leo Brokerage held 9,607 shares of Invesco Total Return Bond ETF worth $443K as of Q2 2023.
  • Leo Brokerage bought 3,194 Invesco Total Return Bond ETF shares in Q2 2023, an estimated $150K.
  • Invesco Total Return Bond ETF made up 0.05% of Leo Brokerage's portfolio in Q2 2023, its #198 holding.
  • Leo Brokerage first reported a position in Invesco Total Return Bond ETF in Q1 2021 and has held it in 7 quarters since.
  • Leo Brokerage's Invesco Total Return Bond ETF position peaked at $616K in Q3 2021.
  • 137 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.