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Win Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Win 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
2022
Q2 		– Sell
-135
Closed -$7K – 179
2022
Q1 		$7K Sell
135
-470
-78% -$25.4K ﹤0.01% 145
2021
Q4 		$34K Buy
+605
New +$34.2K 0.01% 53

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

Win Advisors's GTO Position: Q2 2022 in Review

Win Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q2 2022, closing a stake of 135 shares — an estimated $7K sold.

Win Advisors first reported a position in GTO in Q4 2021 and held it in 2 quarters. The position peaked at $34K in Q4 2021. 132 funds tracked by Wall St. Rank hold GTO as of Q2 2022.

  • Win Advisors reported no remaining Invesco Total Return Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 135 Invesco Total Return Bond ETF shares in Q2 2022, an estimated $7K.
  • Win Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 2 quarters.
  • Win Advisors's Invesco Total Return Bond ETF position peaked at $34K in Q4 2021.
  • 132 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.