VWA
GTO icon

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
– – 0.16% 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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return