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PSI Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

PSI Advisors’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
Q3 		– Sell
-15
Closed -$697 – 872
2023
Q2 		$697 Sell
15
-25
-63% -$1.17K ﹤0.01% 756
2023
Q1 		$1.89K Buy
+40
New +$1.9K ﹤0.01% 614
2022
Q4 		– Sell
-92
Closed -$5K – 795
2022
Q3 		$5K Sell
92
-81
-47% -$3.9K ﹤0.01% 520
2022
Q2 		$9K Sell
173
-228
-57% -$11.4K ﹤0.01% 476
2022
Q1 		$21K Sell
401
-39
-9% -$2.1K 0.01% 362
2021
Q4 		$25K Buy
440
+59
+15% +$3.33K 0.01% 360
2021
Q3 		$21K Buy
+381
New +$21.9K 0.01% 380

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return