SEC 13F Intelligence

Wealth Management Resources, Inc. / GTO

Wealth Management Resources, Inc.’s Invesco Actively Managed Exc Position

Does Wealth Management Resources, Inc. own Invesco Actively Managed Exc (GTO)? Not currently — the last reported position was 143.8K shares worth $7M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2022
Shares
143.8K
% of Portfolio
+4.36%
Quarters Held
4
position exited

Position History GTO

Reported value by quarter
Q4 ’21: $9MQ4 ’21Q1 ’22: $8MQ1 ’22Q2 ’22: $7MQ2 ’22Q3 ’22: $7MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022143.8K$7M+4.36%
Q2 2022139.9K$7M+4.14%
Q1 2022159.5K$8M+5.78%
Q4 2021161.6K$9M+5.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Management Resources, Inc.’s full portfolio or all institutional holders of GTO.