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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

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Morgan Stanley
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Jane Street
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SWM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BCM
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return