SEC 13F Intelligence

Usadvisors Wealth Management, LLC / GTO

Usadvisors Wealth Management, LLC’s Invesco Actively Managed Exc Position

Does Usadvisors Wealth Management, LLC own Invesco Actively Managed Exc (GTO)? Yes130.2K shares worth $6M (+2.02% of its 13F portfolio) as of Q1 2026, up from 123.4K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
130.2K
% of Portfolio
+2.02%
Quarters Held
13
currently held

Position History GTO

Reported value by quarter
Q3 ’22: $275,000Q3 ’22Q4 ’22: $247,000Q1 ’23: $295,000Q1 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $6MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026130.2K$6M+2.02%
Q4 2025123.4K$6M+1.93%
Q3 2025108.8K$5M+1.78%
Q2 202599.9K$5M+1.74%
Q1 202587.0K$4M+1.42%
Q4 202488.2K$4M+1.33%
Q3 202470.4K$3M+1.19%
Q2 202463.7K$3M+1.04%
Q1 202459.0K$3M+1.04%
Q4 202354.3K$3M+1.07%
Q1 20236.3K$295,000+0.14%
Q4 20225.3K$247,000+0.12%
Q3 20226.0K$275,000+0.14%

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