Gateway Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Gateway Wealth Partners’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	$243K	Sell	5,181 -7,551	-59%	-$354K	0.01%	692
2026 Q1	$596K	Buy	+12,732	New	+$604K	0.02%	513
2023 Q4	–	Sell	-58,432	Closed	-$2.61M	–	245
2023 Q3	$2.61M	Buy	58,432 +1,589	+3%	+$72.8K	0.47%	44
2023 Q2	$2.64M	Buy	56,843 +2,885	+5%	+$135K	0.47%	46
2023 Q1	$2.55M	Buy	53,958 +9,645	+22%	+$458K	0.39%	46
2022 Q4	$2.06M	Buy	+44,313	New	+$2.04M	0.35%	46

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

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

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

Gateway Wealth Partners's GTO Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Invesco Total Return Bond ETF (GTO) stake by 59% in Q2 2026, selling an estimated $354K and leaving 5,181 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #692.

Gateway Wealth Partners first reported a position in GTO in Q4 2022 and has held it in 6 quarters since. The position peaked at $2.64M in Q2 2023. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Gateway Wealth Partners held 5,181 shares of Invesco Total Return Bond ETF worth $243K as of Q2 2026.
Gateway Wealth Partners sold 7,551 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $354K.
Invesco Total Return Bond ETF made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #692 holding.
Gateway Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q4 2022 and has held it in 6 quarters since.
Gateway Wealth Partners's Invesco Total Return Bond ETF position peaked at $2.64M in Q2 2023.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.