Mariner Independent Advisor Network’s Invesco Total Return Bond ETF GTO Stock Holding History

Mariner Independent Advisor Network’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 Q3	$945K	Sell	20,725 -203	-1%	-$9.78K	0.04%	379
2022 Q2	$1.01M	Buy	20,928 +5,945	+40%	+$296K	0.04%	368
2022 Q1	$785K	Buy	14,983 +4,134	+38%	+$223K	0.03%	396
2021 Q4	$611K	Buy	+10,849	New	+$613K	0.03%	382

Other funds holding GTO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Mariner Independent Advisor Network's GTO Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Invesco Total Return Bond ETF (GTO) stake by 0.97% in Q3 2022, selling an estimated $9.78K and leaving 20,725 shares worth $945K. The position accounts for 0.04% of the portfolio, ranked #379.

Mariner Independent Advisor Network first reported a position in GTO in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2022. 129 funds tracked by Wall St. Rank hold GTO as of Q3 2022.

Mariner Independent Advisor Network held 20,725 shares of Invesco Total Return Bond ETF worth $945K as of Q3 2022.
Mariner Independent Advisor Network sold 203 Invesco Total Return Bond ETF shares in Q3 2022, an estimated $9.78K.
Invesco Total Return Bond ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #379 holding.
Mariner Independent Advisor Network first reported a position in Invesco Total Return Bond ETF in Q4 2021 and has held it in 4 quarters since.
Mariner Independent Advisor Network's Invesco Total Return Bond ETF position peaked at $1.01M in Q2 2022.
129 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.