Viridian RIA’s Invesco Total Return Bond ETF GTO Stock Holding History

Viridian RIA’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
2022 Q1	–	Sell	-6,329	Closed	-$342K	–	74
2021 Q4	$357K	Buy	+6,329	New	+$358K	0.08%	75
2021 Q2	–	Hold	0	–	–	–	70
2021 Q1	–	Hold	0	–	–	–	64

Other funds holding GTO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RFA

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Viridian RIA's GTO Position: Q1 2022 in Review

Viridian RIA sold out of Invesco Total Return Bond ETF (GTO) in Q1 2022, closing a stake of 6,329 shares — an estimated $342K sold.

Viridian RIA first reported a position in GTO in Q4 2021 and held it in 1 quarter. The position peaked at $357K in Q4 2021. 134 funds tracked by Wall St. Rank hold GTO as of Q1 2022.

Viridian RIA reported no remaining Invesco Total Return Bond ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 6,329 Invesco Total Return Bond ETF shares in Q1 2022, an estimated $342K.
Viridian RIA first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 1 quarter.
Viridian RIA's Invesco Total Return Bond ETF position peaked at $357K in Q4 2021.
134 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.