CIA
GTO icon

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

Concurrent Investment 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 		$12.7M Buy
271,276
+99,938
+58% +$4.69M 0.11% 202
2026
Q1 		$8.02M Buy
171,338
+70,429
+70% +$3.34M 0.09% 249
2025
Q4 		$4.79M Buy
100,909
+33,319
+49% +$1.59M 0.05% 340
2025
Q3 		$3.21M Buy
67,590
+13,657
+25% +$642K 0.06% 335
2025
Q2 		$2.53M Buy
53,933
+12,166
+29% +$564K 0.05% 372
2025
Q1 		$1.96M Sell
41,767
-1,428
-3% -$66.7K 0.05% 368
2024
Q4 		$2M Buy
43,195
+11,351
+36% +$535K 0.05% 325
2024
Q3 		$1.54M Buy
31,844
+9,550
+43% +$455K 0.05% 374
2024
Q2 		$1.03M Buy
22,294
+6,005
+37% +$278K 0.03% 426
2024
Q1 		$762K Buy
16,289
+4,783
+42% +$223K 0.03% 436
2023
Q4 		$544K Buy
+11,506
New +$520K 0.03% 481

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
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

Concurrent Investment Advisors's GTO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 58% in Q2 2026, buying an estimated $4.69M and bringing the position to 271,276 shares worth $12.7M. The position accounts for 0.11% of the portfolio, ranked #202.

Concurrent Investment Advisors first reported a position in GTO in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Concurrent Investment Advisors held 271,276 shares of Invesco Total Return Bond ETF worth $12.7M as of Q2 2026.
  • Concurrent Investment Advisors bought 99,938 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $4.69M.
  • Invesco Total Return Bond ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #202 holding.
  • Concurrent Investment Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.