PFG
GTOQ

PAX Financial Group’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

PAX Financial Group’s Portfolio GTOQ Stock Details GTOQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,040
Closed -$299K – 232
2023
Q3 		$299K Buy
+14,040
New +$303K 0.07% 181

Other funds holding GTOQ

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PAX Financial Group's GTOQ Position: Q4 2023 in Review

PAX Financial Group sold out of Invesco High Yield Systematic Bond ETF (GTOQ) in Q4 2023, closing a stake of 14,040 shares — an estimated $299K sold.

PAX Financial Group first reported a position in GTOQ in Q3 2023 and held it in 1 quarter. The position peaked at $299K in Q3 2023. 15 funds tracked by Wall St. Rank hold GTOQ as of Q4 2023.

  • PAX Financial Group reported no remaining Invesco High Yield Systematic Bond ETF position as of Q4 2023 after selling out during the quarter.
  • PAX Financial Group sold 14,040 Invesco High Yield Systematic Bond ETF shares in Q4 2023, an estimated $299K.
  • PAX Financial Group first reported a position in Invesco High Yield Systematic Bond ETF in Q3 2023 and held it in 1 quarter.
  • PAX Financial Group's Invesco High Yield Systematic Bond ETF position peaked at $299K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Invesco High Yield Systematic Bond ETF as of Q4 2023.

Based on PAX Financial Group's 13F filing for Q4 2023, filed 12 Feb 2024.