FGAM
GTO icon

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
-2,865
-58% -$132K 0.02% 187
2024
Q1 		$233K Sell
4,951
-181,182
-97% -$8.46M 0.03% 179
2023
Q4 		$813K Buy
186,133
+2,805
+2% +$127K 0.01% 399
2023
Q3 		$681K Buy
183,328
+166,403
+983% +$7.62M 0.01% 413
2023
Q2 		$786 Buy
16,925
+527
+3% +$24.7K ﹤0.01% 872
2023
Q1 		$776 Buy
+16,398
New +$778K 0.02% 394

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