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Sound Income Strategies’s Invesco Total Return Bond ETF GTO Stock Holding History

Sound Income Strategies’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
2023
Q4 		– Sell
-33
Closed -$1.47K – 1351
2023
Q3 		$1.47K Buy
+33
New +$1.51K ﹤0.01% 948

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Sound Income Strategies's GTO Position: Q4 2023 in Review

Sound Income Strategies sold out of Invesco Total Return Bond ETF (GTO) in Q4 2023, closing a stake of 33 shares — an estimated $1.47K sold.

Sound Income Strategies first reported a position in GTO in Q3 2023 and held it in 1 quarter. The position peaked at $1.47K in Q3 2023. 163 funds tracked by Wall St. Rank hold GTO as of Q4 2023.

  • Sound Income Strategies reported no remaining Invesco Total Return Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sound Income Strategies sold 33 Invesco Total Return Bond ETF shares in Q4 2023, an estimated $1.47K.
  • Sound Income Strategies first reported a position in Invesco Total Return Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sound Income Strategies's Invesco Total Return Bond ETF position peaked at $1.47K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2023.

Based on Sound Income Strategies's 13F filing for Q4 2023, filed 10 Jan 2024.