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Strategic Blueprint’s Invesco Total Return Bond ETF GTO Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-56
Closed -$3K – 770
2021
Q2 		$3K Buy
+56
New +$3.17K ﹤0.01% 1172

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Strategic Blueprint's GTO Position: Q3 2021 in Review

Strategic Blueprint sold out of Invesco Total Return Bond ETF (GTO) in Q3 2021, closing a stake of 56 shares — an estimated $3K sold.

Strategic Blueprint first reported a position in GTO in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 108 funds tracked by Wall St. Rank hold GTO as of Q3 2021.

  • Strategic Blueprint reported no remaining Invesco Total Return Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 56 Invesco Total Return Bond ETF shares in Q3 2021, an estimated $3K.
  • Strategic Blueprint first reported a position in Invesco Total Return Bond ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Invesco Total Return Bond ETF position peaked at $3K in Q2 2021.
  • 108 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.