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 Q3	$820K	Sell	18,396 -919	-5%	-$42.3K	0.01%	1252
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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KFP

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Farther Finance Advisors's GTO Position: Q3 2026 in Review

Farther Finance Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 4.8% in Q3 2026, selling an estimated $42.3K and leaving 18,396 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #1252.

Farther Finance Advisors first reported a position in GTO in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2026. 19 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

Farther Finance Advisors held 18,396 shares of Invesco Total Return Bond ETF worth $820K as of Q3 2026.
Farther Finance Advisors sold 919 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $42.3K.
Invesco Total Return Bond ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1252 holding.
Farther Finance Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2023 and has held it in 15 quarters since.
Farther Finance Advisors's Invesco Total Return Bond ETF position peaked at $1.02M in Q1 2026.
19 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.