Atria Investments’s Invesco Total Return Bond ETF GTO Stock Holding History

Atria Investments’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	–	Sell	-9,108	Closed	-$427K	–	2192
2026 Q1	$427K	Sell	9,108 -33	-0.4%	-$1.56K	﹤0.01%	1532
2025 Q4	$433K	Buy	+9,141	New	+$435K	﹤0.01%	1536

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

Atria Investments's GTO Position: Q2 2026 in Review

Atria Investments sold out of Invesco Total Return Bond ETF (GTO) in Q2 2026, closing a stake of 9,108 shares — an estimated $427K sold.

Atria Investments first reported a position in GTO in Q4 2025 and held it in 2 quarters. The position peaked at $433K in Q4 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Atria Investments reported no remaining Invesco Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 9,108 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $427K.
Atria Investments first reported a position in Invesco Total Return Bond ETF in Q4 2025 and held it in 2 quarters.
Atria Investments's Invesco Total Return Bond ETF position peaked at $433K in Q4 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.