WIM
GTOQ

Westside Investment Management’s Invesco High Yield Systematic Bond ETF GTOQ Stock Holding History

Westside Investment Management’s Portfolio GTOQ Stock Details GTOQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$435K Hold
19,700
– – 0.07% 201
2025
Q4 		$446K Hold
19,700
– – 0.07% 184
2025
Q3 		$449K Hold
19,700
– – 0.07% 191
2025
Q2 		$446K Hold
19,700
– – 0.08% 173
2025
Q1 		$440K Hold
19,700
– – 0.09% 162
2024
Q4 		$443K Sell
19,700
-2,000
-9% -$45.3K 0.09% 156
2024
Q3 		$492K Hold
21,700
– – 0.1% 149
2024
Q2 		$480K Hold
21,700
– – 0.11% 149
2024
Q1 		$485K Hold
21,700
– – 0.12% 147
2023
Q4 		$486K Hold
21,700
– – 0.12% 143
2023
Q3 		$462K Hold
21,700
– – 0.13% 141
2023
Q2 		$468K Hold
21,700
– – 0.13% 140
2023
Q1 		$467K Hold
21,700
– – 0.14% 135
2022
Q4 		$456 Buy
+21,700
New +$459K ﹤0.01% 286

Other funds holding GTOQ

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return