Wealthcare Advisory Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Wealthcare Advisory Partners’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	-5,264	Closed	-$245K	–	722
2023 Q2	$245K	Sell	5,264 -255	-5%	-$11.9K	0.01%	624
2023 Q1	$261K	Sell	5,519 -212	-4%	-$10.1K	0.01%	625
2022 Q4	$266K	Sell	5,731 -746	-12%	-$34.3K	0.01%	566
2022 Q3	$295K	Buy	6,477 +25	+0.4%	+$1.2K	0.02%	486
2022 Q2	$311K	Sell	6,452 -258	-4%	-$12.8K	0.02%	420
2022 Q1	$352K	Sell	6,710 -920	-12%	-$49.6K	0.02%	376
2021 Q4	$430K	Sell	7,630 -47,559	-86%	-$2.69M	0.03%	344
2021 Q3	$3.13M	Buy	55,189 +15,942	+41%	+$914K	0.21%	71
2021 Q2	$2.24M	Buy	39,247 +12,840	+49%	+$727K	0.15%	96
2021 Q1	$1.48M	Buy	+26,407	New	+$1.5M	0.11%	118

Other funds holding GTO

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

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

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

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

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

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