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 $653B AUM 32.41% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $169M AUM 18.12% 1-Year Est. Return