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Strategic Family Wealth Counselors’s Invesco Total Return Bond ETF GTO Stock Holding History

Strategic Family Wealth Counselors’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
Q2 		– Sell
-34,506
Closed -$1.63M – 111
2023
Q1 		$1.63M Sell
34,506
-14,063
-29% -$667K 0.77% 32
2022
Q4 		$2.26M Buy
+48,569
New +$2.23M 1.12% 29

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.66T AUM 25.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Strategic Family Wealth Counselors's GTO Position: Q2 2023 in Review

Strategic Family Wealth Counselors sold out of Invesco Total Return Bond ETF (GTO) in Q2 2023, closing a stake of 34,506 shares — an estimated $1.63M sold.

Strategic Family Wealth Counselors first reported a position in GTO in Q4 2022 and held it in 2 quarters. The position peaked at $2.26M in Q4 2022. 138 funds tracked by Wall St. Rank hold GTO as of Q2 2023.

  • Strategic Family Wealth Counselors reported no remaining Invesco Total Return Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Strategic Family Wealth Counselors sold 34,506 Invesco Total Return Bond ETF shares in Q2 2023, an estimated $1.63M.
  • Strategic Family Wealth Counselors first reported a position in Invesco Total Return Bond ETF in Q4 2022 and held it in 2 quarters.
  • Strategic Family Wealth Counselors's Invesco Total Return Bond ETF position peaked at $2.26M in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2023.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2023, filed 10 Aug 2023.