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Evolve Private Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Evolve Private Wealth’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 		– Sell
-7,896
Closed -$370K – 1096
2026
Q1 		$370K Buy
7,896
+996
+14% +$47.2K 0.02% 699
2025
Q4 		$327K Buy
+6,900
New +$328K 0.02% 692

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Evolve Private Wealth's GTO Position: Q2 2026 in Review

Evolve Private Wealth sold out of Invesco Total Return Bond ETF (GTO) in Q2 2026, closing a stake of 7,896 shares — an estimated $370K sold.

Evolve Private Wealth first reported a position in GTO in Q4 2025 and held it in 2 quarters. The position peaked at $370K in Q1 2026. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Evolve Private Wealth reported no remaining Invesco Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 7,896 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $370K.
  • Evolve Private Wealth first reported a position in Invesco Total Return Bond ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Invesco Total Return Bond ETF position peaked at $370K in Q1 2026.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.