WWP
GTO icon

WR Wealth Planners’s Invesco Total Return Bond ETF GTO Stock Holding History

WR Wealth Planners’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 		$4.64K Hold
100
– – ﹤0.01% 714
2024
Q3 		$4.83K Buy
+100
New +$4.77K ﹤0.01% 749

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $818M AUM 13.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 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 $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's GTO Position: Q4 2024 in Review

WR Wealth Planners held its Invesco Total Return Bond ETF (GTO) position steady in Q4 2024 at 100 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

WR Wealth Planners first reported a position in GTO in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.83K in Q3 2024. 189 funds tracked by Wall St. Rank hold GTO as of Q4 2024.

  • WR Wealth Planners held 100 shares of Invesco Total Return Bond ETF worth $4.64K as of Q4 2024.
  • WR Wealth Planners left its Invesco Total Return Bond ETF share count unchanged in Q4 2024.
  • Invesco Total Return Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #714 holding.
  • WR Wealth Planners first reported a position in Invesco Total Return Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Invesco Total Return Bond ETF position peaked at $4.83K in Q3 2024.
  • 189 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.