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Concord Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Concord Wealth 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
Q1 		– Sell
-538
Closed -$25.5K – 441
2025
Q4 		$25.5K Hold
538
– – ﹤0.01% 413
2025
Q3 		$25.6K Sell
538
-665
-55% -$31.3K ﹤0.01% 428
2025
Q2 		$56.4K Sell
1,203
-90
-7% -$4.17K 0.01% 331
2025
Q1 		$60.7K Sell
1,293
-222
-15% -$10.4K 0.01% 295
2024
Q4 		$70.3K Buy
1,515
+654
+76% +$30.8K 0.01% 287
2024
Q3 		$41.6K Buy
861
+755
+712% +$36K 0.01% 360
2024
Q2 		$4.91K Hold
106
– – ﹤0.01% 576
2024
Q1 		$4.96K Buy
+106
New +$4.95K ﹤0.01% 656

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 $653B AUM 32.41% 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