Mather Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Mather Group’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
2024 Q3	–	Sell	-67	Closed	-$3.14K	–	1911
2024 Q2	$3.14K	Buy	+67	New	+$3.1K	﹤0.01%	1754

Other funds holding GTO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Mather Group's GTO Position: Q3 2024 in Review

Mather Group sold out of Invesco Total Return Bond ETF (GTO) in Q3 2024, closing a stake of 67 shares — an estimated $3.14K sold.

Mather Group first reported a position in GTO in Q2 2024 and held it in 1 quarter. The position peaked at $3.14K in Q2 2024. 177 funds tracked by Wall St. Rank hold GTO as of Q3 2024.

Mather Group reported no remaining Invesco Total Return Bond ETF position as of Q3 2024 after selling out during the quarter.
Mather Group sold 67 Invesco Total Return Bond ETF shares in Q3 2024, an estimated $3.14K.
Mather Group first reported a position in Invesco Total Return Bond ETF in Q2 2024 and held it in 1 quarter.
Mather Group's Invesco Total Return Bond ETF position peaked at $3.14K in Q2 2024.
177 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.