ODG
GTO icon

O'Dell Group’s Invesco Total Return Bond ETF GTO Stock Holding History

O'Dell 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
Q1 		– Sell
-1,761
Closed -$83.2K – 254
2023
Q4 		$83.2K Buy
+1,761
New +$79.6K 0.02% 158
2023
Q3 		– Sell
-1,761
Closed -$81.8K – 243
2023
Q2 		$81.8K Buy
+1,761
New +$82.4K 0.02% 148
2022
Q4 		– Sell
-1,761
Closed -$80K – 213
2022
Q3 		$80K Hold
1,761
– – 0.03% 115
2022
Q2 		$85K Hold
1,761
– – 0.03% 117
2022
Q1 		$92K Buy
1,761
+541
+44% +$29.2K 0.03% 126
2021
Q4 		$69K Hold
1,220
– – 0.02% 140
2021
Q3 		$69K Buy
+1,220
New +$70K 0.02% 136

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return