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Financial Advocates Investment Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-12,986
Closed -$609K – 279
2025
Q2 		$609K Buy
12,986
+1,736
+15% +$80.4K 0.05% 319
2025
Q1 		$528K Sell
11,250
-12,640
-53% -$590K 0.04% 413
2024
Q4 		$1.11M Sell
23,890
-14,656
-38% -$691K 0.06% 285
2024
Q3 		$1.86M Sell
38,546
-1,044
-3% -$49.8K 0.11% 194
2024
Q2 		$1.84M Sell
39,590
-5,211
-12% -$241K 0.11% 178
2024
Q1 		$2.1M Sell
44,801
-2
-0% -$93 0.12% 177
2023
Q4 		$2.12M Sell
44,803
-7,316
-14% -$331K 0.14% 168
2023
Q3 		$2.33M Sell
52,119
-3,140
-6% -$144K 0.17% 141
2023
Q2 		$2.57M Buy
55,259
+7,965
+17% +$373K 0.18% 134
2023
Q1 		$2.23M Buy
47,294
+6,287
+15% +$298K 0.16% 153
2022
Q4 		$1.91M Buy
41,007
+6,681
+19% +$307K 0.14% 168
2022
Q3 		$1.57M Buy
34,326
+935
+3% +$45K 0.13% 179
2022
Q2 		$1.61M Buy
33,391
+8,494
+34% +$423K 0.13% 194
2022
Q1 		$1.31M Buy
24,897
+8,887
+56% +$480K 0.09% 249
2021
Q4 		$902K Sell
16,010
-1,623
-9% -$91.7K 0.06% 344
2021
Q3 		$1M Buy
17,633
+13,204
+298% +$757K 0.07% 315
2021
Q2 		$253K Buy
+4,429
New +$251K 0.02% 644

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Financial Advocates Investment Management's GTO Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco Total Return Bond ETF (GTO) in Q3 2025, closing a stake of 12,986 shares — an estimated $609K sold.

Financial Advocates Investment Management first reported a position in GTO in Q2 2021 and held it in 17 quarters. The position peaked at $2.57M in Q2 2023. 193 funds tracked by Wall St. Rank hold GTO as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco Total Return Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,986 Invesco Total Return Bond ETF shares in Q3 2025, an estimated $609K.
  • Financial Advocates Investment Management first reported a position in Invesco Total Return Bond ETF in Q2 2021 and held it in 17 quarters.
  • Financial Advocates Investment Management's Invesco Total Return Bond ETF position peaked at $2.57M in Q2 2023.
  • 193 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.