Spectrum Wealth Advisory Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Spectrum Wealth Advisory Group’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
2021 Q1	–	Sell	-31,682	Closed	-$1.83M	–	41
2020 Q4	$1.83M	Sell	31,682 -30,919	-49%	-$1.8M	2.06%	16
2020 Q3	$3.61M	Buy	62,601 +43,704	+231%	+$2.53M	2.32%	13
2020 Q2	$1.08M	Buy	+18,897	New	+$1.05M	1.52%	19

Other funds holding GTO

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

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

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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return

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

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Spectrum Wealth Advisory Group's GTO Position: Q1 2021 in Review

Spectrum Wealth Advisory Group sold out of Invesco Total Return Bond ETF (GTO) in Q1 2021, closing a stake of 31,682 shares — an estimated $1.83M sold.

Spectrum Wealth Advisory Group first reported a position in GTO in Q2 2020 and held it in 3 quarters. The position peaked at $3.61M in Q3 2020. 89 funds tracked by Wall St. Rank hold GTO as of Q1 2021.

Spectrum Wealth Advisory Group reported no remaining Invesco Total Return Bond ETF position as of Q1 2021 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 31,682 Invesco Total Return Bond ETF shares in Q1 2021, an estimated $1.83M.
Spectrum Wealth Advisory Group first reported a position in Invesco Total Return Bond ETF in Q2 2020 and held it in 3 quarters.
Spectrum Wealth Advisory Group's Invesco Total Return Bond ETF position peaked at $3.61M in Q3 2020.
89 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2021.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.