SW
GTOQ

Simplicity Wealth’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

Simplicity Wealth’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
2024
Q1 		– Sell
-60,847
Closed -$1.36M – 1183
2023
Q4 		$1.36M Buy
60,847
+47,456
+354% +$1.02M 0.53% 35
2023
Q3 		$285K Buy
+13,391
New +$289K 0.17% 68

Other funds holding GTOQ

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $192M AUM 25.8% 1-Year Est. Return

Simplicity Wealth's GTOQ Position: Q1 2024 in Review

Simplicity Wealth sold out of Invesco High Yield Systematic Bond ETF (GTOQ) in Q1 2024, closing a stake of 60,847 shares — an estimated $1.36M sold.

Simplicity Wealth first reported a position in GTOQ in Q3 2023 and held it in 2 quarters. The position peaked at $1.36M in Q4 2023. 17 funds tracked by Wall St. Rank hold GTOQ as of Q1 2024.

  • Simplicity Wealth reported no remaining Invesco High Yield Systematic Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Simplicity Wealth sold 60,847 Invesco High Yield Systematic Bond ETF shares in Q1 2024, an estimated $1.36M.
  • Simplicity Wealth first reported a position in Invesco High Yield Systematic Bond ETF in Q3 2023 and held it in 2 quarters.
  • Simplicity Wealth's Invesco High Yield Systematic Bond ETF position peaked at $1.36M in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Invesco High Yield Systematic Bond ETF as of Q1 2024.

Based on Simplicity Wealth's 13F filing for Q1 2024, filed 24 Apr 2024.