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AmeriFlex Group’s Invesco Total Return Bond ETF GTO Stock Holding History

AmeriFlex Group’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 		$26.3K Buy
562
+291
+107% +$13.7K 0.01% 647
2026
Q1 		$12.7K Hold
271
– – 0.01% 693
2025
Q4 		$12.9K Buy
271
+107
+65% +$5.09K 0.01% 682
2025
Q3 		$7.79K Sell
164
-481
-75% -$22.6K ﹤0.01% 835
2025
Q2 		$30.2K Buy
645
+204
+46% +$9.45K 0.02% 485
2025
Q1 		$20.7K Buy
+441
New +$20.6K 0.01% 683

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
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

AmeriFlex Group's GTO Position: Q2 2026 in Review

AmeriFlex Group increased its Invesco Total Return Bond ETF (GTO) stake by 107% in Q2 2026, buying an estimated $13.7K and bringing the position to 562 shares worth $26.3K. The position accounts for 0.01% of the portfolio, ranked #647.

AmeriFlex Group first reported a position in GTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.2K in Q2 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • AmeriFlex Group held 562 shares of Invesco Total Return Bond ETF worth $26.3K as of Q2 2026.
  • AmeriFlex Group bought 291 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $13.7K.
  • Invesco Total Return Bond ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #647 holding.
  • AmeriFlex Group first reported a position in Invesco Total Return Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • AmeriFlex Group's Invesco Total Return Bond ETF position peaked at $30.2K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.