Pinnacle Private Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$409K Buy
8,498
+1,375
+19% +$68.5K 0.16% 153
2022
Q1
$374K Sell
7,123
-184
-3% -$9.93K 0.12% 187
2021
Q4
$412K Buy
+7,307
New +$413K 0.13% 171

Other funds holding GTO

Pinnacle Private Wealth's GTO Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Invesco Total Return Bond ETF (GTO) stake by 19% in Q2 2022, buying an estimated $68.5K and bringing the position to 8,498 shares worth $409K. The position accounts for 0.16% of the portfolio, ranked #153.

Pinnacle Private Wealth first reported a position in GTO in Q4 2021 and has held it in 3 quarters since. The position peaked at $412K in Q4 2021. 132 funds tracked by Wall St. Rank hold GTO as of Q2 2022.

  • Pinnacle Private Wealth held 8,498 shares of Invesco Total Return Bond ETF worth $409K as of Q2 2022.
  • Pinnacle Private Wealth bought 1,375 Invesco Total Return Bond ETF shares in Q2 2022, an estimated $68.5K.
  • Invesco Total Return Bond ETF made up 0.16% of Pinnacle Private Wealth's portfolio in Q2 2022, its #153 holding.
  • Pinnacle Private Wealth first reported a position in Invesco Total Return Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Invesco Total Return Bond ETF position peaked at $412K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.