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

Financial Gravity Companies’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 Q2	$2.02K	Buy	+43	New	+$1.99K	﹤0.01%	754
2024 Q4	$2K	Hold	43	–	–	﹤0.01%	761
2024 Q3	$2.08K	Buy	+43	New	+$2.05K	﹤0.01%	503

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Financial Gravity Companies's GTO Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Invesco Total Return Bond ETF (GTO) in Q2 2025: 43 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GTO as recently as Q4 2024.

Financial Gravity Companies first reported a position in GTO in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.08K in Q3 2024. 197 funds tracked by Wall St. Rank hold GTO as of Q2 2025.

Financial Gravity Companies held 43 shares of Invesco Total Return Bond ETF worth $2.02K as of Q2 2025.
Invesco Total Return Bond ETF was a new Financial Gravity Companies position in Q2 2025.
Invesco Total Return Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #754 holding.
Financial Gravity Companies first reported a position in Invesco Total Return Bond ETF in Q3 2024 and has held it in 3 quarters since.
Financial Gravity Companies's Invesco Total Return Bond ETF position peaked at $2.08K in Q3 2024.
197 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.