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

Drive 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 Q2	$483K	Hold	10,300	–	–	0.09%	199
2026 Q1	$482K	Sell	10,300 -2,089	-17%	-$99.1K	0.1%	163
2025 Q4	$587K	Sell	12,389 -880	-7%	-$41.9K	0.11%	145
2025 Q3	$630K	Sell	13,269 -736	-5%	-$34.6K	0.13%	126
2025 Q2	$657K	Buy	+14,005	New	+$649K	0.14%	127

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

Drive Wealth Management's GTO Position: Q2 2026 in Review

Drive Wealth Management held its Invesco Total Return Bond ETF (GTO) position steady in Q2 2026 at 10,300 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #199.

Drive Wealth Management first reported a position in GTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $657K in Q2 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Drive Wealth Management held 10,300 shares of Invesco Total Return Bond ETF worth $483K as of Q2 2026.
Drive Wealth Management left its Invesco Total Return Bond ETF share count unchanged in Q2 2026.
Invesco Total Return Bond ETF made up 0.09% of Drive Wealth Management's portfolio in Q2 2026, its #199 holding.
Drive Wealth Management first reported a position in Invesco Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
Drive Wealth Management's Invesco Total Return Bond ETF position peaked at $657K in Q2 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.