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Parkside Financial Bank & Trust’s Invesco Total Return Bond ETF GTO Stock Holding History

Parkside Financial Bank & Trust’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
Q4 		– Sell
-187
Closed -$8.35K – 2108
2023
Q3 		$8.35K Buy
+187
New +$8.56K ﹤0.01% 1181

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
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
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Parkside Financial Bank & Trust's GTO Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of Invesco Total Return Bond ETF (GTO) in Q4 2023, closing a stake of 187 shares — an estimated $8.35K sold.

Parkside Financial Bank & Trust first reported a position in GTO in Q3 2023 and held it in 1 quarter. The position peaked at $8.35K in Q3 2023. 163 funds tracked by Wall St. Rank hold GTO as of Q4 2023.

  • Parkside Financial Bank & Trust reported no remaining Invesco Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 187 Invesco Total Return Bond ETF shares in Q4 2023, an estimated $8.35K.
  • Parkside Financial Bank & Trust first reported a position in Invesco Total Return Bond ETF in Q3 2023 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Invesco Total Return Bond ETF position peaked at $8.35K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.