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Invesco Actively Managd Etf total return shares owned by Rooted Wealth Advisors

Quarter-by-quarter ownership of Invesco Actively Managd Etf total return (GTO) shares owned by Rooted Wealth Advisors from 13F filings

Historical chart of Rooted Wealth Advisors investment in Invesco Actively Managd Etf total return

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All positions including Invesco Actively Managd Etf total return held by Rooted Wealth Advisors 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 276k 47.61
2025-06-30 $12M 264k 46.59
2025-03-31 $12M 249k 47.20
2024-12-31 $12M 257k 46.19
2023-06-30 $208k 4.5k 46.10
2023-03-31 $259k 5.5k 47.10

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding Invesco Actively Managd Etf total return

LPL Financial
Envestnet Asset Management
Advisor Group Holdings
Invesco
CWM
Morgan Stanley
Private Advisor
Bank of New York Mellon
Brio Consultants
RTD Financial Advisors
KWB Wealth
Howard Financial Services
Dynamic Advisors Solutions
Raymond James Financial
Cetera Investment Advisers

View all funds holding Invesco Actively Managd Etf total return