Financial Gravity Asset Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Financial Gravity Asset 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
2026 Q1	$1.03K	Hold	22	–	–	﹤0.01%	754
2025 Q4	$1.04K	Sell	22 -21	-49%	-$1K	﹤0.01%	627
2025 Q3	$2.04K	Buy	+43	New	+$2.02K	﹤0.01%	766
2025 Q1	$2.02K	Buy	+43	New	+$2.01K	﹤0.01%	815
2024 Q2	$96.7K	Sell	2,086 -719	-26%	-$33.2K	0.02%	187
2024 Q1	$133K	Hold	2,805	–	–	0.04%	164
2023 Q4	$133K	Buy	+2,805	New	+$127K	0.04%	164

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Financial Gravity Asset Management's GTO Position: Q1 2026 in Review

Financial Gravity Asset Management held its Invesco Total Return Bond ETF (GTO) position steady in Q1 2026 at 22 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Financial Gravity Asset Management first reported a position in GTO in Q4 2023 and has held it in 7 quarters since. The position peaked at $133K in Q1 2024. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

Financial Gravity Asset Management held 22 shares of Invesco Total Return Bond ETF worth $1.03K as of Q1 2026.
Financial Gravity Asset Management left its Invesco Total Return Bond ETF share count unchanged in Q1 2026.
Invesco Total Return Bond ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #754 holding.
Financial Gravity Asset Management first reported a position in Invesco Total Return Bond ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's Invesco Total Return Bond ETF position peaked at $133K in Q1 2024.
200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.