Aptus Capital Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Aptus Capital Advisors’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	$173K	Buy	+3,687	New	+$173K	﹤0.01%	1147
2026 Q1	–	Sell	-22	Closed	-$1.04K	–	1725
2025 Q4	$1.04K	Buy	+22	New	+$1.05K	﹤0.01%	1634

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

Aptus Capital Advisors's GTO Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in Invesco Total Return Bond ETF (GTO) in Q2 2026: 3,687 shares worth $173K. The stake represents ﹤0.01% of the portfolio and ranks #1147 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in GTO as recently as Q4 2025.

Aptus Capital Advisors first reported a position in GTO in Q4 2025 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Aptus Capital Advisors held 3,687 shares of Invesco Total Return Bond ETF worth $173K as of Q2 2026.
Invesco Total Return Bond ETF was a new Aptus Capital Advisors position in Q2 2026.
Invesco Total Return Bond ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1147 holding.
Aptus Capital Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.