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

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

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return