Invesco Total Return Bond ETF $GTO Holdings Raised by Rooted Wealth Advisors Inc.

Rooted Wealth Advisors Inc. boosted its position in Invesco Total Return Bond ETF (NYSEARCA:GTO) by 7.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 291,422 shares of the company’s stock after buying an additional 20,145 shares during the quarter. Invesco Total Return Bond ETF accounts for approximately 3.5% of Rooted Wealth Advisors Inc.’s holdings, making the stock its 6th biggest holding. Rooted Wealth Advisors Inc. owned about 0.64% of Invesco Total Return Bond ETF worth $13,755,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in GTO. Meridian Financial Advisors LLC acquired a new stake in shares of Invesco Total Return Bond ETF during the first quarter valued at about $306,000. Sequent Planning LLC lifted its stake in shares of Invesco Total Return Bond ETF by 4.4% in the first quarter. Sequent Planning LLC now owns 30,486 shares of the company’s stock worth $1,428,000 after acquiring an additional 1,290 shares in the last quarter. ADG Wealth Management Group LLC boosted its holdings in Invesco Total Return Bond ETF by 12.0% in the first quarter. ADG Wealth Management Group LLC now owns 6,436 shares of the company’s stock valued at $301,000 after purchasing an additional 689 shares during the last quarter. Silver Oak Securities Incorporated boosted its holdings in Invesco Total Return Bond ETF by 16.6% in the first quarter. Silver Oak Securities Incorporated now owns 32,328 shares of the company’s stock valued at $1,514,000 after purchasing an additional 4,592 shares during the last quarter. Finally, Longview Financial Advisors Inc. purchased a new position in Invesco Total Return Bond ETF in the first quarter valued at about $48,000.

Invesco Total Return Bond ETF Stock Performance

Shares of NYSEARCA GTO opened at $46.98 on Friday. Invesco Total Return Bond ETF has a fifty-two week low of $46.18 and a fifty-two week high of $48.01. The business has a 50 day moving average price of $46.87 and a two-hundred day moving average price of $47.22.

Invesco Total Return Bond ETF Company Profile

The Invesco Total Return Bond ETF (GTO) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed fund with the ability to invest in any number of fixed income securities with varying credit ratings, countries, and durations. GTO was launched on Feb 10, 2016 and is managed by Invesco.