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 Q3	$13.3M	Buy	297,666 +6,733	+2%	+$310K	3.85%	7
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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Acima Private Wealth's GTO Position: Q3 2026 in Review

Acima Private Wealth increased its Invesco Total Return Bond ETF (GTO) stake by 2.3% in Q3 2026, buying an estimated $310K and bringing the position to 297,666 shares worth $13.3M. The position accounts for 3.85% of the portfolio, ranked #7.

Acima Private Wealth first reported a position in GTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.6M in Q2 2026. 8 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

Acima Private Wealth held 297,666 shares of Invesco Total Return Bond ETF worth $13.3M as of Q3 2026.
Acima Private Wealth bought 6,733 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $310K.
Invesco Total Return Bond ETF made up 3.85% of Acima Private Wealth's portfolio in Q3 2026, its #7 holding.
Acima Private Wealth first reported a position in Invesco Total Return Bond ETF in Q4 2023 and has held it in 12 quarters since.
Acima Private Wealth's Invesco Total Return Bond ETF position peaked at $13.6M in Q2 2026.
8 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.