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

V Wealth 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
2023 Q3	–	Sell	-19,775	Closed	-$919K	–	214
2023 Q2	$919K	Hold	19,775	–	–	0.15%	135
2023 Q1	$933K	Sell	19,775 -27	-0.1%	-$1.28K	0.17%	129
2022 Q4	$920K	Hold	19,802	–	–	0.19%	127
2022 Q3	$903K	Sell	19,802 -251	-1%	-$12.1K	0.18%	121
2022 Q2	$966K	Sell	20,053 -107	-0.5%	-$5.33K	0.18%	135
2022 Q1	$1.06M	Sell	20,160 -89	-0.4%	-$4.8K	0.17%	138
2021 Q4	$1.14M	Sell	20,249 -858	-4%	-$48.5K	0.17%	139
2021 Q3	$1.2M	Buy	+21,107	New	+$1.21M	0.19%	131

Other funds holding GTO

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

V Wealth Advisors's GTO Position: Q3 2023 in Review

V Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q3 2023, closing a stake of 19,775 shares — an estimated $919K sold.

V Wealth Advisors first reported a position in GTO in Q3 2021 and held it in 8 quarters. The position peaked at $1.2M in Q3 2021. 136 funds tracked by Wall St. Rank hold GTO as of Q3 2023.

V Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 19,775 Invesco Total Return Bond ETF shares in Q3 2023, an estimated $919K.
V Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2021 and held it in 8 quarters.
V Wealth Advisors's Invesco Total Return Bond ETF position peaked at $1.2M in Q3 2021.
136 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.