Appalachian Capital Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Appalachian Capital Management’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	$378K	Buy	8,062 +77	+1%	+$3.61K	0.27%	34
2026 Q1	$374K	Sell	7,985 -73	-0.9%	-$3.46K	0.3%	30
2025 Q4	$382K	Buy	+8,058	New	+$384K	0.31%	28

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

Appalachian Capital Management's GTO Position: Q2 2026 in Review

Appalachian Capital Management increased its Invesco Total Return Bond ETF (GTO) stake by 0.96% in Q2 2026, buying an estimated $3.61K and bringing the position to 8,062 shares worth $378K. The position accounts for 0.27% of the portfolio, ranked #34.

Appalachian Capital Management first reported a position in GTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $382K in Q4 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Appalachian Capital Management held 8,062 shares of Invesco Total Return Bond ETF worth $378K as of Q2 2026.
Appalachian Capital Management bought 77 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $3.61K.
Invesco Total Return Bond ETF made up 0.27% of Appalachian Capital Management's portfolio in Q2 2026, its #34 holding.
Appalachian Capital Management first reported a position in Invesco Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
Appalachian Capital Management's Invesco Total Return Bond ETF position peaked at $382K in Q4 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Appalachian Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.