CFG
GTO icon

Cooper Financial Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Cooper Financial Group’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 		$9.37M Buy
199,851
+3,756
+2% +$176K 0.78% 27
2026
Q1 		$9.18M Buy
196,095
+17,948
+10% +$851K 0.93% 20
2025
Q4 		$8.45M Buy
178,147
+122,699
+221% +$5.84M 0.9% 23
2025
Q3 		$2.63M Sell
55,448
-4,973
-8% -$234K 0.29% 56
2025
Q2 		$2.83M Sell
60,421
-7,059
-10% -$327K 0.33% 53
2025
Q1 		$3.17M Buy
67,480
+4,033
+6% +$188K 0.42% 49
2024
Q4 		$2.94M Sell
63,447
-788
-1% -$37.1K 0.35% 53
2024
Q3 		$3.1M Buy
64,235
+5,332
+9% +$254K 0.4% 47
2024
Q2 		$2.73M Buy
58,903
+12,072
+26% +$558K 0.4% 42
2024
Q1 		$2.19M Buy
46,831
+571
+1% +$26.7K 0.36% 52
2023
Q4 		$2.19M Buy
46,260
+378
+0.8% +$17.1K 0.4% 45
2023
Q3 		$2.05M Buy
45,882
+2,344
+5% +$107K 0.49% 39
2023
Q2 		$2.02M Buy
+43,538
New +$2.04M 0.5% 40

Other funds holding GTO

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return