SP
GTOQ

Sequent Planning’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

Sequent Planning’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
2025
Q1 		– Sell
-10,912
Closed -$246K – 150
2024
Q4 		$246K Sell
10,912
-777
-7% -$17.6K 0.09% 123
2024
Q3 		$265K Sell
11,689
-44,776
-79% -$1.01M 0.09% 120
2024
Q2 		$1.25M Sell
56,465
-5,453
-9% -$121K 0.43% 38
2024
Q1 		$1.38M Buy
+61,918
New +$1.37M 0.5% 35

Other funds holding GTOQ

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning's GTOQ Position: Q1 2025 in Review

Sequent Planning sold out of Invesco High Yield Systematic Bond ETF (GTOQ) in Q1 2025, closing a stake of 10,912 shares — an estimated $246K sold.

Sequent Planning first reported a position in GTOQ in Q1 2024 and held it in 4 quarters. The position peaked at $1.38M in Q1 2024. 15 funds tracked by Wall St. Rank hold GTOQ as of Q1 2025.

  • Sequent Planning reported no remaining Invesco High Yield Systematic Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Sequent Planning sold 10,912 Invesco High Yield Systematic Bond ETF shares in Q1 2025, an estimated $246K.
  • Sequent Planning first reported a position in Invesco High Yield Systematic Bond ETF in Q1 2024 and held it in 4 quarters.
  • Sequent Planning's Invesco High Yield Systematic Bond ETF position peaked at $1.38M in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Invesco High Yield Systematic Bond ETF as of Q1 2025.

Based on Sequent Planning's 13F filing for Q1 2025, filed 13 May 2025.