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

Aspire 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	$1.19M	Buy	25,475 +6,093	+31%	+$286K	0.23%	57
2026 Q1	$908K	Buy	19,382 +2,329	+14%	+$110K	0.2%	55
2025 Q4	$809K	Buy	17,053 +4,025	+31%	+$192K	0.19%	55
2025 Q3	$619K	Buy	13,028 +2,185	+20%	+$103K	0.15%	57
2025 Q2	$508K	Buy	10,843 +6,405	+144%	+$297K	0.14%	60
2025 Q1	$208K	Buy	4,438 +51	+1%	+$2.38K	0.06%	89
2024 Q4	$204K	Buy	4,387 +46	+1%	+$2.17K	0.06%	85
2024 Q3	$210K	Buy	+4,341	New	+$207K	0.06%	78
2024 Q2	–	Sell	-4,666	Closed	-$218K	–	74
2024 Q1	$218K	Buy	4,666 +52	+1%	+$2.43K	0.07%	74
2023 Q4	$218K	Buy	+4,614	New	+$208K	0.09%	63

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

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

Aspire Capital Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 31% in Q2 2026, buying an estimated $286K and bringing the position to 25,475 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #57.

Aspire Capital Advisors first reported a position in GTO in Q4 2023 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Aspire Capital Advisors held 25,475 shares of Invesco Total Return Bond ETF worth $1.19M as of Q2 2026.
Aspire Capital Advisors bought 6,093 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $286K.
Invesco Total Return Bond ETF made up 0.23% of Aspire Capital Advisors's portfolio in Q2 2026, its #57 holding.
Aspire Capital Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2023 and has held it in 10 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.