OneDigital Investment Advisors’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

OneDigital Investment Advisors’s Portfolio GTOS Stock Details GTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-33,402	Closed	-$829K	–	1405
2024 Q1	$829K	Buy	33,402 +6,356	+24%	+$158K	0.01%	562
2023 Q4	$675K	Buy	27,046 +913	+3%	+$22.5K	0.01%	606
2023 Q3	$641K	Buy	26,133 +16,668	+176%	+$411K	0.01%	563
2023 Q2	$233K	Buy	+9,465	New	+$235K	0.01%	907

Other funds holding GTOS

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneDigital Investment Advisors's GTOS Position: Q2 2024 in Review

OneDigital Investment Advisors sold out of Invesco Short Duration Total Return Bond ETF (GTOS) in Q2 2024, closing a stake of 33,402 shares — an estimated $829K sold.

OneDigital Investment Advisors first reported a position in GTOS in Q2 2023 and held it in 4 quarters. The position peaked at $829K in Q1 2024. 5 funds tracked by Wall St. Rank hold GTOS as of Q2 2024.

OneDigital Investment Advisors reported no remaining Invesco Short Duration Total Return Bond ETF position as of Q2 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 33,402 Invesco Short Duration Total Return Bond ETF shares in Q2 2024, an estimated $829K.
OneDigital Investment Advisors first reported a position in Invesco Short Duration Total Return Bond ETF in Q2 2023 and held it in 4 quarters.
OneDigital Investment Advisors's Invesco Short Duration Total Return Bond ETF position peaked at $829K in Q1 2024.
5 funds tracked by Wall St. Rank held Invesco Short Duration Total Return Bond ETF as of Q2 2024.

Based on OneDigital Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.