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

Clearstead 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 Q2	$632K	Sell	13,477 -18,883	-58%	-$886K	0.01%	674
2026 Q1	$1.52M	Buy	32,360 +751	+2%	+$35.6K	0.01%	422
2025 Q4	$1.5M	Buy	31,609 +4,102	+15%	+$195K	0.02%	383
2025 Q3	$1.31M	Sell	27,507 -5,007	-15%	-$236K	0.02%	392
2025 Q2	$1.52M	Buy	32,514 +9,011	+38%	+$418K	0.02%	363
2025 Q1	$1.1M	Buy	23,503 +3,530	+18%	+$165K	0.02%	389
2024 Q4	$927K	Buy	19,973 +3,451	+21%	+$163K	0.01%	423
2024 Q3	$798K	Buy	16,522 +765	+5%	+$36.5K	0.01%	465
2024 Q2	$730K	Buy	+15,757	New	+$729K	0.01%	459

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

Clearstead Advisors's GTO Position: Q2 2026 in Review

Clearstead Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 58% in Q2 2026, selling an estimated $886K and leaving 13,477 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #674.

Clearstead Advisors first reported a position in GTO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q2 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Clearstead Advisors held 13,477 shares of Invesco Total Return Bond ETF worth $632K as of Q2 2026.
Clearstead Advisors sold 18,883 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $886K.
Invesco Total Return Bond ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #674 holding.
Clearstead Advisors first reported a position in Invesco Total Return Bond ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Invesco Total Return Bond ETF position peaked at $1.52M in Q2 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.