MA
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MJP Associates’s Invesco Total Return Bond ETF GTO Stock Holding History

MJP Associates’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
Q4 		– Sell
-31,645
Closed -$1.44M – 142
2022
Q3 		$1.44M Sell
31,645
-1,857
-6% -$89.5K 0.43% 24
2022
Q2 		$1.61M Sell
33,502
-18,479
-36% -$920K 0.45% 25
2022
Q1 		$2.73M Sell
51,981
-1,145
-2% -$61.8K 0.69% 25
2021
Q4 		$2.97M Buy
53,126
+7,939
+18% +$449K 0.89% 23
2021
Q3 		$2.57M Sell
45,187
-1,781
-4% -$102K 0.87% 23
2021
Q2 		$2.68M Buy
46,968
+1,321
+3% +$74.8K 0.92% 24
2021
Q1 		$2.56M Sell
45,647
-6,444
-12% -$366K 1.04% 22
2020
Q4 		$3M Buy
+52,091
New +$3.03M 1.33% 21

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
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
VCP
Verus Capital Partners Scottsdale, Arizona $1.45B AUM 27.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return