SEC 13F Intelligence

Northwest Financial Advisors / GTO

Northwest Financial Advisors’s Invesco Actively Managed Exc Position

Does Northwest Financial Advisors own Invesco Actively Managed Exc (GTO)? Yes — 77.5K shares worth $4M (+7.00% of its 13F portfolio) as of Q1 2026, up from 70.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
77.5K
% of Portfolio
+7.00%
Quarters Held
10
currently held

Position History GTO

Reported value by quarter
Q4 ’23: $15MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $2MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202677.5K$4M+7.00%
Q4 202570.5K$3M+6.88%
Q3 202558.1K$3M+3.55%
Q2 202552.3K$2M+3.42%
Q1 202568.4K$3M+2.66%
Q4 202457.3K$3M+2.19%
Q3 202444.9K$2M+1.73%
Q2 202445.8K$2M+2.16%
Q1 202433.2K$2M+1.71%
Q4 2023325.6K$15M+13.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest Financial Advisors’s full portfolio or all institutional holders of GTO.