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National Planning Corporation’s Invesco Total Return Bond ETF GTO Stock Holding History

National Planning Corporation’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
2017
Q2 		– Sell
-8,345
Closed -$429K – 755
2017
Q1 		$429K Hold
8,345
– – 0.03% 422
2016
Q4 		$425K Buy
8,345
+2,450
+42% +$126K 0.03% 409
2016
Q3 		$306K Buy
+5,895
New +$308K 0.02% 476

Other funds holding GTO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCAG
First Capital Advisors Group Little Silver, New Jersey $192M AUM 17.47% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

National Planning Corporation's GTO Position: Q2 2017 in Review

National Planning Corporation sold out of Invesco Total Return Bond ETF (GTO) in Q2 2017, closing a stake of 8,345 shares — an estimated $429K sold.

National Planning Corporation first reported a position in GTO in Q3 2016 and held it in 3 quarters. The position peaked at $429K in Q1 2017. 13 funds tracked by Wall St. Rank hold GTO as of Q2 2017.

  • National Planning Corporation reported no remaining Invesco Total Return Bond ETF position as of Q2 2017 after selling out during the quarter.
  • National Planning Corporation sold 8,345 Invesco Total Return Bond ETF shares in Q2 2017, an estimated $429K.
  • National Planning Corporation first reported a position in Invesco Total Return Bond ETF in Q3 2016 and held it in 3 quarters.
  • National Planning Corporation's Invesco Total Return Bond ETF position peaked at $429K in Q1 2017.
  • 13 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.