Curry Webb Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Curry Webb Wealth Management’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	$7.34M	Hold	156,630	–	–	3.04%	9
2026 Q2	$7.34M	Buy	156,630 +22,185	+17%	+$1.04M	3.04%	9
2026 Q1	$6.3M	Buy	134,445 +40,250	+43%	+$1.91M	2.98%	10
2025 Q4	$4.47M	Buy	+94,195	New	+$4.48M	2.22%	15

Other funds holding GTO

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

Brio Consultants San Francisco, California $872M AUM 9.56% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Curry Webb Wealth Management's GTO Position: Q3 2026 in Review

Curry Webb Wealth Management held its Invesco Total Return Bond ETF (GTO) position steady in Q3 2026 at 156,630 shares worth $7.34M. The position accounts for 3.04% of the portfolio, ranked #9.

Curry Webb Wealth Management first reported a position in GTO in Q4 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

Curry Webb Wealth Management held 156,630 shares of Invesco Total Return Bond ETF worth $7.34M as of Q3 2026.
Curry Webb Wealth Management left its Invesco Total Return Bond ETF share count unchanged in Q3 2026.
Invesco Total Return Bond ETF made up 3.04% of Curry Webb Wealth Management's portfolio in Q3 2026, its #9 holding.
Curry Webb Wealth Management first reported a position in Invesco Total Return Bond ETF in Q4 2025 and has held it in 4 quarters since.
185 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.