GTO β€” INVESCO ACTIVELY MANAGED EXC

Ownership history in Solutions 4 Wealth, Ltd  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Solutions 4 Wealth, Ltd reported a position in INVESCO ACTIVELY MANAGED EXC (GTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.51% (2025 Q2)
πŸ“Š Avg. % of fund
0.5%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    GTO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,560 β€” 0% 0.48% $312K $46.40
2025 Q2 INITIATED 6,560 β€” β€” 0.51% $308K $45.22

🏒 Other funds also holding GTO

As of 2025 Q4 β€” 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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