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Vantage Financial Partners (Wisconsin)’s Invesco Total Return Bond ETF GTO Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		– Sell
-17,308
Closed -$836K – 193
2024
Q3 		$836K Buy
+17,308
New +$825K 0.21% 70

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s GTO Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Invesco Total Return Bond ETF (GTO) in Q4 2024, closing a stake of 17,308 shares — an estimated $836K sold.

Vantage Financial Partners (Wisconsin) first reported a position in GTO in Q3 2024 and held it in 1 quarter. The position peaked at $836K in Q3 2024. 190 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining Invesco Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 17,308 Invesco Total Return Bond ETF shares in Q4 2024, an estimated $836K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Invesco Total Return Bond ETF in Q3 2024 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Invesco Total Return Bond ETF position peaked at $836K in Q3 2024.
  • 190 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.