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Portfolio Solutions’s Invesco Total Return Bond ETF GTO Stock Holding History

Portfolio Solutions’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
2020
Q4 		– Sell
-32,347
Closed -$1.87M – 41
2020
Q3 		$1.87M Sell
32,347
-823
-2% -$47.7K 0.26% 23
2020
Q2 		$1.89M Sell
33,170
-20,244
-38% -$1.12M 0.27% 22
2020
Q1 		$2.84M Buy
+53,414
New +$2.91M 0.46% 13

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
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Portfolio Solutions's GTO Position: Q4 2020 in Review

Portfolio Solutions sold out of Invesco Total Return Bond ETF (GTO) in Q4 2020, closing a stake of 32,347 shares — an estimated $1.87M sold.

Portfolio Solutions first reported a position in GTO in Q1 2020 and held it in 3 quarters. The position peaked at $2.84M in Q1 2020. 86 funds tracked by Wall St. Rank hold GTO as of Q4 2020.

  • Portfolio Solutions reported no remaining Invesco Total Return Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Portfolio Solutions sold 32,347 Invesco Total Return Bond ETF shares in Q4 2020, an estimated $1.87M.
  • Portfolio Solutions first reported a position in Invesco Total Return Bond ETF in Q1 2020 and held it in 3 quarters.
  • Portfolio Solutions's Invesco Total Return Bond ETF position peaked at $2.84M in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2020.

Based on Portfolio Solutions's 13F filing for Q4 2020, filed 12 Feb 2021.