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

Evolution 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
2026 Q2	$507K	Sell	10,808 -2,569	-19%	-$121K	0.06%	116
2026 Q1	$626K	Buy	13,377 +1,077	+9%	+$51.1K	0.06%	98
2025 Q4	$583K	Buy	12,300 +308	+3%	+$14.7K	0.06%	98
2025 Q3	$570K	Sell	11,992 -2,703	-18%	-$127K	0.08%	99
2025 Q2	$689K	Buy	14,695 +30	+0.2%	+$1.39K	0.1%	86
2025 Q1	$688K	Buy	14,665 +2,210	+18%	+$103K	0.11%	80
2024 Q4	$578K	Sell	12,455 -50	-0.4%	-$2.36K	0.1%	82
2024 Q3	$604K	Buy	12,505 +1,960	+19%	+$93.4K	0.11%	79
2024 Q2	$489K	Buy	10,545 +3,050	+41%	+$141K	0.1%	82
2024 Q1	$351K	Sell	7,495 -30	-0.4%	-$1.4K	0.07%	93
2023 Q4	$355K	Buy	7,525 +1,190	+19%	+$53.8K	0.07%	91
2023 Q3	$283K	Buy	+6,335	New	+$290K	0.06%	97
2021 Q4	–	Sell	-1,210	Closed	-$69K	–	354
2021 Q3	$69K	Buy	1,210 +220	+22%	+$12.6K	0.01%	173
2021 Q2	$56K	Buy	990 +30	+3%	+$1.7K	0.01%	201
2021 Q1	$54K	Buy	960 +70	+8%	+$3.98K	0.01%	192
2020 Q4	$51K	Buy	+890	New	+$51.7K	0.01%	179

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

Evolution Wealth Advisors's GTO Position: Q2 2026 in Review

Evolution Wealth Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 19% in Q2 2026, selling an estimated $121K and leaving 10,808 shares worth $507K. The position accounts for 0.06% of the portfolio, ranked #116.

Evolution Wealth Advisors first reported a position in GTO in Q4 2020 and has held it in 16 quarters since. The position peaked at $689K in Q2 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Evolution Wealth Advisors held 10,808 shares of Invesco Total Return Bond ETF worth $507K as of Q2 2026.
Evolution Wealth Advisors sold 2,569 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $121K.
Invesco Total Return Bond ETF made up 0.06% of Evolution Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Evolution Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2020 and has held it in 16 quarters since.
Evolution Wealth Advisors's Invesco Total Return Bond ETF position peaked at $689K in Q2 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.