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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,389
Closed -$300K – 1651
2025
Q1 		$300K Sell
6,389
-12,375
-66% -$578K ﹤0.01% 1463
2024
Q4 		$871K Buy
18,764
+6,667
+55% +$314K 0.01% 984
2024
Q3 		$584K Sell
12,097
-17,629
-59% -$840K 0.01% 1164
2024
Q2 		$1.38M Sell
29,726
-640
-2% -$29.6K 0.02% 764
2024
Q1 		$1.42M Buy
30,366
+15,099
+99% +$705K 0.02% 755
2023
Q4 		$721K Sell
15,267
-2,500
-14% -$113K 0.01% 1022
2023
Q3 		$793K Buy
17,767
+5,185
+41% +$237K 0.01% 918
2023
Q2 		$585K Buy
12,582
+2,856
+29% +$134K 0.01% 1080
2023
Q1 		$459K Sell
9,726
-10,798
-53% -$512K 0.01% 1187
2022
Q4 		$954K Buy
20,524
+625
+3% +$28.7K 0.02% 768
2022
Q3 		$907K Sell
19,899
-593
-3% -$28.6K 0.02% 747
2022
Q2 		$987K Sell
20,492
-6,238
-23% -$311K 0.02% 700
2022
Q1 		$1.4M Buy
+26,730
New +$1.44M 0.02% 600

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Atria Wealth Solutions's GTO Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Invesco Total Return Bond ETF (GTO) in Q2 2025, closing a stake of 6,389 shares — an estimated $300K sold.

Atria Wealth Solutions first reported a position in GTO in Q1 2022 and held it in 13 quarters. The position peaked at $1.42M in Q1 2024. 197 funds tracked by Wall St. Rank hold GTO as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Invesco Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,389 Invesco Total Return Bond ETF shares in Q2 2025, an estimated $300K.
  • Atria Wealth Solutions first reported a position in Invesco Total Return Bond ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Invesco Total Return Bond ETF position peaked at $1.42M in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.