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Goodman Advisory Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Goodman Advisory Group’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
Q1 		$134K Sell
2,865
-165
-5% -$7.83K 0.03% 90
2025
Q4 		$144K Sell
3,030
-1,163
-28% -$55.4K 0.04% 78
2025
Q3 		$199K Buy
+4,193
New +$197K 0.05% 70
2025
Q2 		– Sell
-93,571
Closed -$4.39M – 168
2025
Q1 		$4.39M Buy
93,571
+7,473
+9% +$349K 1.34% 27
2024
Q4 		$3.99M Buy
86,098
+9,088
+12% +$428K 1.18% 27
2024
Q3 		$3.72M Buy
+77,010
New +$3.67M 1.06% 30
2024
Q2 		– Sell
-33,890
Closed -$1.59M – 190
2024
Q1 		$1.59M Buy
+33,890
New +$1.58M 0.5% 45
2023
Q4 		– Sell
-41,844
Closed -$1.89M – 152
2023
Q3 		$1.87M Buy
+41,844
New +$1.92M 0.7% 36

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return