UBS Group’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

UBS Group’s Portfolio GTOQ Stock Details GTOQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-97	Closed	-$2.2K	–	10149
2024 Q3	$2.2K	Buy	+97	New	+$2.18K	﹤0.01%	8479
2024 Q2	–	Sell	-10	Closed	-$224	–	9771
2024 Q1	$224	Sell	10 -379	-97%	-$8.41K	﹤0.01%	8718
2023 Q4	$8.71K	Buy	+389	New	+$8.37K	﹤0.01%	7534
2023 Q1	–	Sell	-784	Closed	-$16.5K	–	9936
2022 Q4	$16.5K	Buy	+784	New	+$16.6K	﹤0.01%	7901
2022 Q3	–	Sell	-356	Closed	-$8K	–	10609
2022 Q2	$8K	Sell	356 -155	-30%	-$3.51K	﹤0.01%	8311
2022 Q1	$12K	Buy	511 +504	+7,200%	+$12.4K	﹤0.01%	8182
2021 Q4	$0	Buy	+7	New	+$178	﹤0.01%	10461

Other funds holding GTOQ

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

WIM

Westside Investment Management Santa Monica, California $761M AUM 39.85% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's GTOQ Position: Q4 2024 in Review

UBS Group sold out of Invesco High Yield Systematic Bond ETF (GTOQ) in Q4 2024, closing a stake of 97 shares — an estimated $2.2K sold.

UBS Group first reported a position in GTOQ in Q4 2021 and held it in 7 quarters. The position peaked at $16.5K in Q4 2022. 16 funds tracked by Wall St. Rank hold GTOQ as of Q4 2024.

UBS Group reported no remaining Invesco High Yield Systematic Bond ETF position as of Q4 2024 after selling out during the quarter.
UBS Group sold 97 Invesco High Yield Systematic Bond ETF shares in Q4 2024, an estimated $2.2K.
UBS Group first reported a position in Invesco High Yield Systematic Bond ETF in Q4 2021 and held it in 7 quarters.
UBS Group's Invesco High Yield Systematic Bond ETF position peaked at $16.5K in Q4 2022.
16 funds tracked by Wall St. Rank held Invesco High Yield Systematic Bond ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.