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Gaddis Premier Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Gaddis Premier Wealth 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 		$349K Sell
7,455
-10,083
-57% -$473K 0.21% 64
2026
Q1 		$821K Sell
17,538
-940
-5% -$44.6K 0.61% 32
2025
Q4 		$876K Buy
+18,478
New +$879K 0.67% 31

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

Gaddis Premier Wealth Advisors's GTO Position: Q2 2026 in Review

Gaddis Premier Wealth Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 57% in Q2 2026, selling an estimated $473K and leaving 7,455 shares worth $349K. The position accounts for 0.21% of the portfolio, ranked #64.

Gaddis Premier Wealth Advisors first reported a position in GTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $876K in Q4 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Gaddis Premier Wealth Advisors held 7,455 shares of Invesco Total Return Bond ETF worth $349K as of Q2 2026.
  • Gaddis Premier Wealth Advisors sold 10,083 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $473K.
  • Invesco Total Return Bond ETF made up 0.21% of Gaddis Premier Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Gaddis Premier Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Gaddis Premier Wealth Advisors's Invesco Total Return Bond ETF position peaked at $876K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Gaddis Premier Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.