Sigma Planning Corp’s Invesco Total Return Bond ETF GTO Stock Holding History

Sigma Planning Corp’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
2022 Q1	–	Sell	-4,506	Closed	-$254K	–	1419
2021 Q4	$254K	Sell	4,506 -303	-6%	-$17.1K	0.01%	1163
2021 Q3	$273K	Buy	4,809 +614	+15%	+$35.2K	0.01%	1105
2021 Q2	$239K	Buy	+4,195	New	+$238K	0.01%	1199

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sigma Planning Corp's GTO Position: Q1 2022 in Review

Sigma Planning Corp sold out of Invesco Total Return Bond ETF (GTO) in Q1 2022, closing a stake of 4,506 shares — an estimated $254K sold.

Sigma Planning Corp first reported a position in GTO in Q2 2021 and held it in 3 quarters. The position peaked at $273K in Q3 2021. 133 funds tracked by Wall St. Rank hold GTO as of Q1 2022.

Sigma Planning Corp reported no remaining Invesco Total Return Bond ETF position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 4,506 Invesco Total Return Bond ETF shares in Q1 2022, an estimated $254K.
Sigma Planning Corp first reported a position in Invesco Total Return Bond ETF in Q2 2021 and held it in 3 quarters.
Sigma Planning Corp's Invesco Total Return Bond ETF position peaked at $273K in Q3 2021.
133 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.