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Invesco Actively Managd Etf total return shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Invesco Actively Managd Etf total return (GTO) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Invesco Actively Managd Etf total return

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managd Etf total return held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managd Etf total return by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 266k 46.81
2023-12-31 $13M 270k 47.24
2023-09-30 $12M 269k 44.63
2023-06-30 $12M 264k 46.46
2023-03-31 $12M 257k 47.20
2022-12-31 $11M 243k 46.47

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Invesco Actively Managed Etf Total Return (GTO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Total (IXUS)
Tesla Motors (TSLA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Ishares Semicdtr (SOXX)
Vanguard Wellington Us Quality (VFQY)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)

View all positions for Beacon Financial Planning

Top funds holding Invesco Actively Managd Etf total return

Advisor Group Holdings
LPL Financial
Envestnet Asset Management
Morgan Stanley
Brio Consultants
CWM
KWB Wealth
Bank of America Corporation
RTD Financial Advisors
Spire Wealth Management
Bank of New York Mellon
Focus Financial Network
Howard Financial Services
Verus Capital Partners
Focus Financial Network

View all funds holding Invesco Actively Managd Etf total return