Claro Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Claro Advisors’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 Q3	$1.11M	Buy	24,877 +1,189	+5%	+$54.7K	0.11%	171
2026 Q2	$1.11M	Buy	+23,688	New	+$1.11M	0.12%	152
2021 Q4	–	Sell	-4,566	Closed	-$259K	–	293
2021 Q3	$259K	Buy	+4,566	New	+$262K	0.11%	196

Other funds holding GTO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $499M AUM 12.04% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Claro Advisors's GTO Position: Q3 2026 in Review

Claro Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 5% in Q3 2026, buying an estimated $54.7K and bringing the position to 24,877 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #171.

Claro Advisors first reported a position in GTO in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.11M in Q2 2026. 139 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

Claro Advisors held 24,877 shares of Invesco Total Return Bond ETF worth $1.11M as of Q3 2026.
Claro Advisors bought 1,189 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $54.7K.
Invesco Total Return Bond ETF made up 0.11% of Claro Advisors's portfolio in Q3 2026, its #171 holding.
Claro Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2021 and has held it in 3 quarters since.
Claro Advisors's Invesco Total Return Bond ETF position peaked at $1.11M in Q2 2026.
139 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.