OMC
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Old Mission Capital’s Invesco Total Return Bond ETF GTO Stock Holding History

Old Mission Capital’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
Q2 		– Sell
-18,786
Closed -$879K – 1467
2024
Q1 		$879K Buy
18,786
+9,093
+94% +$425K 0.02% 553
2023
Q4 		$458K Buy
+9,693
New +$438K 0.01% 813
2023
Q3 		– Sell
-11,804
Closed -$548K – 1403
2023
Q2 		$548K Sell
11,804
-11,322
-49% -$530K 0.02% 619
2023
Q1 		$1.09M Buy
23,126
+5,998
+35% +$285K 0.03% 466
2022
Q4 		$796K Buy
+17,128
New +$787K 0.03% 575
2022
Q2 		– Sell
-9,886
Closed -$519K – 1585
2022
Q1 		$519K Buy
+9,886
New +$534K 0.02% 705
2021
Q4 		– Sell
-6,578
Closed -$374K – 1130
2021
Q3 		$374K Hold
6,578
– – 0.02% 661
2021
Q2 		$375K Sell
6,578
-2,348
-26% -$133K 0.01% 709
2021
Q1 		$500K Buy
+8,926
New +$507K 0.03% 515

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return