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Good Life Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Good Life 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
2025
Q2 		$12.2M Buy
260,620
+35,889
+16% +$1.66M 0.76% 25
2025
Q1 		$10.5M Buy
224,731
+38,932
+21% +$1.82M 0.74% 29
2024
Q4 		$8.62M Sell
185,799
-140,823
-43% -$6.64M 0.63% 27
2024
Q3 		$15.8M Buy
326,622
+174,064
+114% +$8.3M 0.97% 20
2024
Q2 		$7.07M Buy
152,558
+38,674
+34% +$1.79M 0.58% 30
2024
Q1 		$5.33M Buy
113,884
+16,182
+17% +$756K 0.47% 45
2023
Q4 		$4.62M Buy
97,702
+2,389
+3% +$108K 0.46% 46
2023
Q3 		$4.25M Buy
95,313
+7,754
+9% +$355K 0.49% 45
2023
Q2 		$4.07M Buy
87,559
+11,481
+15% +$537K 0.46% 45
2023
Q1 		$3.59M Buy
76,078
+5,446
+8% +$258K 0.46% 52
2022
Q4 		$3.28M Buy
70,632
+3,922
+6% +$180K 0.45% 53
2022
Q3 		$3.04M Buy
66,710
+1,908
+3% +$91.9K 0.45% 51
2022
Q2 		$3.12M Buy
64,802
+5,236
+9% +$261K 0.43% 57
2022
Q1 		$3.12M Buy
59,566
+3,798
+7% +$205K 0.39% 56
2021
Q4 		$3.14M Buy
55,768
+3,845
+7% +$217K 0.38% 58
2021
Q3 		$2.95M Buy
51,923
+5,249
+11% +$301K 0.4% 57
2021
Q2 		$2.66M Buy
46,674
+4,983
+12% +$282K 0.5% 42
2021
Q1 		$2.34M Buy
41,691
+9,875
+31% +$561K 0.47% 46
2020
Q4 		$1.83M Buy
31,816
+1,547
+5% +$89.9K 0.43% 47
2020
Q3 		$1.75M Sell
30,269
-2,692
-8% -$156K 0.48% 45
2020
Q2 		$1.89M Buy
+32,961
New +$1.83M 0.57% 43

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Carson Wealth (CWM LLC)
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Good Life Advisors's GTO Position: Q2 2025 in Review

Good Life Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 16% in Q2 2025, buying an estimated $1.66M and bringing the position to 260,620 shares worth $12.2M. The position accounts for 0.76% of the portfolio, ranked #25.

Good Life Advisors first reported a position in GTO in Q2 2020 and has held it in 21 quarters since. The position peaked at $15.8M in Q3 2024. 197 funds tracked by Wall St. Rank hold GTO as of Q2 2025.

  • Good Life Advisors held 260,620 shares of Invesco Total Return Bond ETF worth $12.2M as of Q2 2025.
  • Good Life Advisors bought 35,889 Invesco Total Return Bond ETF shares in Q2 2025, an estimated $1.66M.
  • Invesco Total Return Bond ETF made up 0.76% of Good Life Advisors's portfolio in Q2 2025, its #25 holding.
  • Good Life Advisors first reported a position in Invesco Total Return Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Good Life Advisors's Invesco Total Return Bond ETF position peaked at $15.8M in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.