Axim Planning & Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Axim Planning & Wealth’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	$209K	Sell	4,465 -350	-7%	-$16.4K	0.29%	85
2026 Q1	$225K	Sell	4,815 -2,105	-30%	-$99.8K	0.27%	70
2025 Q4	$328K	Sell	6,920 -514	-7%	-$24.5K	0.35%	45
2025 Q3	$353K	Sell	7,434 -1,275	-15%	-$60K	0.28%	43
2025 Q2	$408K	Buy	+8,709	New	+$404K	0.37%	19

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

Axim Planning & Wealth's GTO Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Invesco Total Return Bond ETF (GTO) stake by 7.3% in Q2 2026, selling an estimated $16.4K and leaving 4,465 shares worth $209K. The position accounts for 0.29% of the portfolio, ranked #85.

Axim Planning & Wealth first reported a position in GTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $408K in Q2 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Axim Planning & Wealth held 4,465 shares of Invesco Total Return Bond ETF worth $209K as of Q2 2026.
Axim Planning & Wealth sold 350 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $16.4K.
Invesco Total Return Bond ETF made up 0.29% of Axim Planning & Wealth's portfolio in Q2 2026, its #85 holding.
Axim Planning & Wealth first reported a position in Invesco Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
Axim Planning & Wealth's Invesco Total Return Bond ETF position peaked at $408K in Q2 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.