RT
GTO icon

Rockland Trust’s Invesco Total Return Bond ETF GTO Stock Holding History

Rockland 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
2024
Q3 		– Sell
-6,004
Closed -$278K – 294
2024
Q2 		$278K Sell
6,004
-4,971
-45% -$230K 0.01% 253
2024
Q1 		$514K Sell
10,975
-11,146
-50% -$521K 0.03% 199
2023
Q4 		$1.04M Sell
22,121
-6,049
-21% -$273K 0.06% 139
2023
Q3 		$1.26M Sell
28,170
-109,041
-79% -$4.99M 0.08% 117
2023
Q2 		$6.37M Sell
137,211
-13,087
-9% -$613K 0.38% 71
2023
Q1 		$7.09M Sell
150,298
-42,337
-22% -$2.01M 0.45% 67
2022
Q4 		$8.95M Buy
192,635
+43,068
+29% +$1.98M 0.57% 58
2022
Q3 		$6.82M Sell
149,567
-2,134
-1% -$103K 0.49% 64
2022
Q2 		$7.3M Buy
+151,701
New +$7.55M 0.51% 62

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return