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TCG Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

TCG Advisors’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
2020
Q3 		– Sell
-9,262
Closed -$529K – 45
2020
Q2 		$529K Buy
+9,262
New +$514K 0.29% 79

Other funds holding GTO

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

TCG Advisors's GTO Position: Q3 2020 in Review

TCG Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q3 2020, closing a stake of 9,262 shares — an estimated $529K sold.

TCG Advisors first reported a position in GTO in Q2 2020 and held it in 1 quarter. The position peaked at $529K in Q2 2020. 65 funds tracked by Wall St. Rank hold GTO as of Q3 2020.

  • TCG Advisors reported no remaining Invesco Total Return Bond ETF position as of Q3 2020 after selling out during the quarter.
  • TCG Advisors sold 9,262 Invesco Total Return Bond ETF shares in Q3 2020, an estimated $529K.
  • TCG Advisors first reported a position in Invesco Total Return Bond ETF in Q2 2020 and held it in 1 quarter.
  • TCG Advisors's Invesco Total Return Bond ETF position peaked at $529K in Q2 2020.
  • 65 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2020.

Based on TCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.