Capasso Planning Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Capasso Planning Partners’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	$213K	Buy	+4,541	New	+$213K	0.11%	83

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

Capasso Planning Partners's GTO Position: Q2 2026 in Review

Capasso Planning Partners opened a new position in Invesco Total Return Bond ETF (GTO) in Q2 2026: 4,541 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #83 among its holdings.

205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Capasso Planning Partners held 4,541 shares of Invesco Total Return Bond ETF worth $213K as of Q2 2026.
Invesco Total Return Bond ETF was a new Capasso Planning Partners position in Q2 2026.
Invesco Total Return Bond ETF made up 0.11% of Capasso Planning Partners's portfolio in Q2 2026, its #83 holding.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.