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EP Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

EP Wealth 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
2025
Q1 		– Sell
-5,092
Closed -$236K – 1326
2024
Q4 		$236K Buy
+5,092
New +$240K ﹤0.01% 983

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

EP Wealth Advisors's GTO Position: Q1 2025 in Review

EP Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q1 2025, closing a stake of 5,092 shares — an estimated $236K sold.

EP Wealth Advisors first reported a position in GTO in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 193 funds tracked by Wall St. Rank hold GTO as of Q1 2025.

  • EP Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 5,092 Invesco Total Return Bond ETF shares in Q1 2025, an estimated $236K.
  • EP Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Invesco Total Return Bond ETF position peaked at $236K in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.