Acima Private Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Acima Private Wealth’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.6M	Buy	290,933 +12,092	+4%	+$567K	3.96%	8
2026 Q1	$13.1M	Buy	278,841 +4,563	+2%	+$216K	4.1%	7
2025 Q4	$13M	Buy	274,278 +43,858	+19%	+$2.09M	4.04%	7
2025 Q3	$10.9M	Buy	230,420 +22,665	+11%	+$1.07M	3.43%	8
2025 Q2	$9.74M	Sell	207,755 -20,436	-9%	-$947K	3.32%	9
2025 Q1	$10.7M	Sell	228,191 -52,231	-19%	-$2.44M	3.84%	7
2024 Q4	$13M	Buy	280,422 +23,810	+9%	+$1.12M	4.38%	4
2024 Q3	$12.4M	Buy	256,612 +7,856	+3%	+$374K	4.15%	5
2024 Q2	$11.5M	Buy	248,756 +3,285	+1%	+$152K	4.24%	6
2024 Q1	$11.5M	Buy	245,471 +3,199	+1%	+$149K	4.24%	6
2023 Q4	$11.4M	Buy	+242,272	New	+$10.9M	4.47%	4

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Acima Private Wealth's GTO Position: Q2 2026 in Review

Acima Private Wealth increased its Invesco Total Return Bond ETF (GTO) stake by 4.3% in Q2 2026, buying an estimated $567K and bringing the position to 290,933 shares worth $13.6M. The position accounts for 3.96% of the portfolio, ranked #8.

Acima Private Wealth first reported a position in GTO in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Acima Private Wealth held 290,933 shares of Invesco Total Return Bond ETF worth $13.6M as of Q2 2026.
Acima Private Wealth bought 12,092 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $567K.
Invesco Total Return Bond ETF made up 3.96% of Acima Private Wealth's portfolio in Q2 2026, its #8 holding.
Acima Private Wealth first reported a position in Invesco Total Return Bond ETF in Q4 2023 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.