Betterment LLC
GTO icon

Betterment LLC’s Invesco Total Return Bond ETF GTO Stock Holding History

Betterment LLC’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 		$666K Buy
14,215
+3,193
+29% +$151K ﹤0.01% 383
2025
Q4 		$523K Buy
11,022
+3,588
+48% +$171K ﹤0.01% 393
2025
Q3 		$353K Buy
7,434
+194
+3% +$9.13K ﹤0.01% 436
2025
Q2 		$339K Sell
7,240
-4,454
-38% -$206K ﹤0.01% 413
2025
Q1 		$549K Sell
11,694
-42
-0.4% -$1.96K ﹤0.01% 326
2024
Q4 		$545K Buy
11,736
+80
+0.7% +$3.77K ﹤0.01% 313
2024
Q3 		$563K Buy
11,656
+2,214
+23% +$106K ﹤0.01% 299
2024
Q2 		$438K Buy
9,442
+4,201
+80% +$194K ﹤0.01% 300
2024
Q1 		$245K Buy
+5,241
New +$245K ﹤0.01% 334

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B 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 $38B 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 $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return