Moss Adams Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Moss Adams Wealth Advisors’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 Q1	–	Sell	-7,840	Closed	-$364K	–	193
2022 Q4	$364K	Buy	+7,840	New	+$360K	0.18%	63

Other funds holding GTO

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

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

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

RFA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SWM

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Moss Adams Wealth Advisors's GTO Position: Q1 2023 in Review

Moss Adams Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q1 2023, closing a stake of 7,840 shares — an estimated $364K sold.

Moss Adams Wealth Advisors first reported a position in GTO in Q4 2022 and held it in 1 quarter. The position peaked at $364K in Q4 2022. 127 funds tracked by Wall St. Rank hold GTO as of Q1 2023.

Moss Adams Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q1 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 7,840 Invesco Total Return Bond ETF shares in Q1 2023, an estimated $364K.
Moss Adams Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2022 and held it in 1 quarter.
Moss Adams Wealth Advisors's Invesco Total Return Bond ETF position peaked at $364K in Q4 2022.
127 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2023, filed 20 Dec 2023.