Ameritas Advisory Services’s Invesco Total Return Bond ETF GTO Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-423	Closed	-$19.8K	–	2451
2025 Q2	$19.8K	Buy	+423	New	+$19.6K	﹤0.01%	1740
2023 Q2	–	Sell	-215	Closed	-$10.1K	–	1381
2023 Q1	$10.1K	Buy	+215	New	+$10.2K	﹤0.01%	1886
2022 Q3	–	Sell	-23,047	Closed	-$1.11M	–	783
2022 Q2	$1.11M	Sell	23,047 -5,365	-19%	-$267K	0.06%	272
2022 Q1	$1.49M	Buy	28,412 +4,427	+18%	+$239K	0.05%	257
2021 Q4	$1.35M	Buy	+23,985	New	+$1.36M	0.05%	284

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

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

Ameritas Advisory Services's GTO Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco Total Return Bond ETF (GTO) in Q3 2025, closing a stake of 423 shares — an estimated $19.8K sold.

Ameritas Advisory Services first reported a position in GTO in Q4 2021 and held it in 5 quarters. The position peaked at $1.49M in Q1 2022. 193 funds tracked by Wall St. Rank hold GTO as of Q3 2025.

Ameritas Advisory Services reported no remaining Invesco Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 423 Invesco Total Return Bond ETF shares in Q3 2025, an estimated $19.8K.
Ameritas Advisory Services first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 5 quarters.
Ameritas Advisory Services's Invesco Total Return Bond ETF position peaked at $1.49M in Q1 2022.
193 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.