GTO — POWERSHARES ACTIVELY MANAGED

Ownership history in Diversified, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Diversified, LLC reported a position in POWERSHARES ACTIVELY MANAGED (GTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2024 Q2)
Avg. % of fund
0.03%
First filed
2024 Q2
Last filed
2024 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 INITIATED 5,231 — — 0.03% $242K —
% of Fund (quarterly)    GTO price (monthly, adj. close)

Other funds also holding GTO

As of 2025 Q4 — sorted by position size

Brio Consultants, LLC 3Y 7Y 7.01% Northwest Financial Advisors 6.88% Wilian Securities, LLC 6.32% American Capital Advisory, LLC 5.55% Petix & Botte Co 3Y 4.94% RTD Financial Advisors, Inc. 3Y 4.7% BEACON FINANCIAL PLANNING, INC 3Y 4.45% INTEGRITY WEALTH ADVISORS, INC. 4.41% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 4.11% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 4.04%
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