FFA
GTO icon

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return