TWP
GTO icon

Triad Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-1,031
Closed -$47.8K – 394
2024
Q2 		$47.8K Buy
+1,031
New +$47.7K 0.03% 236

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Triad Wealth Partners's GTO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Invesco Total Return Bond ETF (GTO) in Q3 2024, closing a stake of 1,031 shares — an estimated $47.8K sold.

Triad Wealth Partners first reported a position in GTO in Q2 2024 and held it in 1 quarter. The position peaked at $47.8K in Q2 2024. 177 funds tracked by Wall St. Rank hold GTO as of Q3 2024.

  • Triad Wealth Partners reported no remaining Invesco Total Return Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,031 Invesco Total Return Bond ETF shares in Q3 2024, an estimated $47.8K.
  • Triad Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Invesco Total Return Bond ETF position peaked at $47.8K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.