GRP
GTO icon

Global Retirement Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Global Retirement 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 		$481K Buy
+10,255
New +$481K 0.01% 1049
2025
Q4 		$477K Buy
10,059
+1,361
+16% +$64.8K 0.01% 977
2025
Q3 		$413K Buy
8,698
+4,531
+109% +$213K 0.01% 834
2025
Q2 		$195K Buy
+4,167
New +$193K ﹤0.01% 1106

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

Global Retirement Partners's GTO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Total Return Bond ETF (GTO) in Q2 2026: 10,255 shares worth $481K. The stake represents 0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GTO as recently as Q4 2025.

Global Retirement Partners first reported a position in GTO in Q2 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Global Retirement Partners held 10,255 shares of Invesco Total Return Bond ETF worth $481K as of Q2 2026.
  • Invesco Total Return Bond ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco Total Return Bond ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1049 holding.
  • Global Retirement Partners first reported a position in Invesco Total Return Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.