AWA
GTO icon

Arkadios Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Arkadios Wealth 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 		$2.57M Buy
54,902
+30,447
+125% +$1.43M 0.04% 446
2026
Q1 		$1.15M Buy
24,455
+9,102
+59% +$432K 0.02% 726
2025
Q4 		$728K Sell
15,353
-574
-4% -$27.3K 0.01% 841
2025
Q3 		$757K Sell
15,927
-174
-1% -$8.19K 0.02% 759
2025
Q2 		$755K Buy
16,101
+68
+0.4% +$3.15K 0.02% 690
2025
Q1 		$752K Buy
16,033
+1,511
+10% +$70.6K 0.03% 560
2024
Q4 		$674K Buy
14,522
+781
+6% +$36.8K 0.04% 435
2024
Q3 		$664K Buy
+13,741
New +$655K 0.04% 446

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

Arkadios Wealth Advisors's GTO Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 125% in Q2 2026, buying an estimated $1.43M and bringing the position to 54,902 shares worth $2.57M. The position accounts for 0.04% of the portfolio, ranked #446.

Arkadios Wealth Advisors first reported a position in GTO in Q3 2024 and has held it in 8 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Arkadios Wealth Advisors held 54,902 shares of Invesco Total Return Bond ETF worth $2.57M as of Q2 2026.
  • Arkadios Wealth Advisors bought 30,447 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $1.43M.
  • Invesco Total Return Bond ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #446 holding.
  • Arkadios Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.