Financial Engines Advisors
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Financial Engines Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Financial Engines 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 		$318K Buy
6,776
+192
+3% +$9.01K ﹤0.01% 487
2026
Q1 		$308K Buy
6,584
+94
+1% +$4.46K ﹤0.01% 463
2025
Q4 		$308K Sell
6,490
-526
-7% -$25K ﹤0.01% 467
2025
Q3 		$333K Hold
7,016
– – ﹤0.01% 449
2025
Q2 		$329K Buy
7,016
+29
+0.4% +$1.34K ﹤0.01% 433
2025
Q1 		$328K Sell
6,987
-120
-2% -$5.6K ﹤0.01% 364
2024
Q4 		$330K Sell
7,107
-2,236
-24% -$105K ﹤0.01% 369
2024
Q3 		$451K Buy
9,343
+2,513
+37% +$120K ﹤0.01% 286
2024
Q2 		$317K Buy
6,830
+180
+3% +$8.32K ﹤0.01% 301
2024
Q1 		$311K Buy
6,650
+63
+1% +$2.94K ﹤0.01% 285
2023
Q4 		$311K Buy
6,587
+150
+2% +$6.78K ﹤0.01% 266
2023
Q3 		$287K Buy
6,437
+43
+0.7% +$1.97K ﹤0.01% 242
2023
Q2 		$297K Buy
6,394
+72
+1% +$3.37K ﹤0.01% 249
2023
Q1 		$298K Hold
6,322
– – ﹤0.01% 248
2022
Q4 		$294K Sell
6,322
-207
-3% -$9.52K ﹤0.01% 253
2022
Q3 		$297K Buy
6,529
+376
+6% +$18.1K ﹤0.01% 242
2022
Q2 		$296K Sell
6,153
-91
-1% -$4.53K ﹤0.01% 255
2022
Q1 		$327K Buy
+6,244
New +$337K ﹤0.01% 244

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

Financial Engines Advisors's GTO Position: Q2 2026 in Review

Financial Engines Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 2.9% in Q2 2026, buying an estimated $9.01K and bringing the position to 6,776 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Financial Engines Advisors first reported a position in GTO in Q1 2022 and has held it in 18 quarters since. The position peaked at $451K in Q3 2024. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Financial Engines Advisors held 6,776 shares of Invesco Total Return Bond ETF worth $318K as of Q2 2026.
  • Financial Engines Advisors bought 192 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $9.01K.
  • Invesco Total Return Bond ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #487 holding.
  • Financial Engines Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Financial Engines Advisors's Invesco Total Return Bond ETF position peaked at $451K in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.