Farther Finance Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Farther Finance 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	$905K	Sell	19,315 -2,387	-11%	-$112K	0.01%	1169
2026 Q1	$1.02M	Buy	21,702 +20,244	+1,388%	+$960K	0.01%	957
2025 Q4	$69.1K	Hold	1,458	–	–	﹤0.01%	2594
2025 Q3	$69.3K	Sell	1,458 -4,302	-75%	-$202K	﹤0.01%	2264
2025 Q2	$270K	Buy	5,760 +683	+13%	+$31.6K	0.01%	1240
2025 Q1	$239K	Hold	5,077	–	–	0.01%	1161
2024 Q4	$236K	Buy	5,077 +5,045	+15,766%	+$238K	0.01%	912
2024 Q3	$1.55K	Hold	32	–	–	﹤0.01%	3091
2024 Q2	$1.48K	Sell	32 -38	-54%	-$1.76K	﹤0.01%	2919
2024 Q1	$3.25K	Sell	70 -47	-40%	-$2.2K	﹤0.01%	2273
2023 Q4	$5.53K	Hold	117	–	–	﹤0.01%	1918
2023 Q3	$5.22K	Buy	117 +32	+38%	+$1.47K	﹤0.01%	1505
2023 Q2	$3.95K	Buy	85 +60	+240%	+$2.81K	﹤0.01%	1511
2023 Q1	$1.18K	Buy	+25	New	+$1.19K	﹤0.01%	1807

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

Farther Finance Advisors's GTO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 11% in Q2 2026, selling an estimated $112K and leaving 19,315 shares worth $905K. The position accounts for 0.01% of the portfolio, ranked #1169.

Farther Finance Advisors first reported a position in GTO in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2026. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Farther Finance Advisors held 19,315 shares of Invesco Total Return Bond ETF worth $905K as of Q2 2026.
Farther Finance Advisors sold 2,387 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $112K.
Invesco Total Return Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1169 holding.
Farther Finance Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's Invesco Total Return Bond ETF position peaked at $1.02M in Q1 2026.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.