LPL Financial’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

LPL Financial’s Portfolio GTOS Stock Details GTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-18,810	Closed	-$467K	–	5160
2024 Q1	$467K	Buy	+18,810	New	+$468K	﹤0.01%	3847

Other funds holding GTOS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's GTOS Position: Q2 2024 in Review

LPL Financial sold out of Invesco Short Duration Total Return Bond ETF (GTOS) in Q2 2024, closing a stake of 18,810 shares — an estimated $467K sold.

LPL Financial first reported a position in GTOS in Q1 2024 and held it in 1 quarter. The position peaked at $467K in Q1 2024. 5 funds tracked by Wall St. Rank hold GTOS as of Q2 2024.

LPL Financial reported no remaining Invesco Short Duration Total Return Bond ETF position as of Q2 2024 after selling out during the quarter.
LPL Financial sold 18,810 Invesco Short Duration Total Return Bond ETF shares in Q2 2024, an estimated $467K.
LPL Financial first reported a position in Invesco Short Duration Total Return Bond ETF in Q1 2024 and held it in 1 quarter.
LPL Financial's Invesco Short Duration Total Return Bond ETF position peaked at $467K in Q1 2024.
5 funds tracked by Wall St. Rank held Invesco Short Duration Total Return Bond ETF as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.