ALA
GTO icon

Atlas Legacy Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Atlas Legacy 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
Q1 		$7.7M Buy
164,321
+14,537
+10% +$690K 1.4% 17
2025
Q4 		$7.1M Buy
149,784
+6,016
+4% +$286K 1.24% 21
2025
Q3 		$6.83M Buy
143,768
+15,028
+12% +$707K 1.32% 19
2025
Q2 		$6.04M Buy
128,740
+5,556
+5% +$257K 1.33% 20
2025
Q1 		$5.76M Buy
+123,184
New +$5.75M 1.46% 18

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Atlas Legacy Advisors's GTO Position: Q1 2026 in Review

Atlas Legacy Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 9.7% in Q1 2026, buying an estimated $690K and bringing the position to 164,321 shares worth $7.7M. The position accounts for 1.4% of the portfolio, ranked #17.

Atlas Legacy Advisors first reported a position in GTO in Q1 2025 and has held it in 5 quarters since. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

  • Atlas Legacy Advisors held 164,321 shares of Invesco Total Return Bond ETF worth $7.7M as of Q1 2026.
  • Atlas Legacy Advisors bought 14,537 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $690K.
  • Invesco Total Return Bond ETF made up 1.4% of Atlas Legacy Advisors's portfolio in Q1 2026, its #17 holding.
  • Atlas Legacy Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.