HI
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Harbour Investments’s Invesco Total Return Bond ETF GTO Stock Holding History

Harbour Investments’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 		$754K Buy
16,086
+1,759
+12% +$82.5K 0.01% 930
2026
Q1 		$671K Buy
14,327
+13,063
+1,033% +$620K 0.01% 917
2025
Q4 		$59.9K Sell
1,264
-14
-1% -$666 ﹤0.01% 1881
2025
Q3 		$60.7K Sell
1,278
-74
-5% -$3.48K ﹤0.01% 1809
2025
Q2 		$63.4K Buy
1,352
+449
+50% +$20.8K ﹤0.01% 1701
2025
Q1 		$42.4K Buy
903
+295
+49% +$13.8K ﹤0.01% 1840
2024
Q4 		$28.2K Sell
608
-833
-58% -$39.3K ﹤0.01% 1965
2024
Q3 		$69.6K Sell
1,441
-7
-0.5% -$334 ﹤0.01% 1504
2024
Q2 		$67.1K Sell
1,448
-957
-40% -$44.3K ﹤0.01% 1426
2024
Q1 		$113K Buy
2,405
+7
+0.3% +$327 ﹤0.01% 1155
2023
Q4 		$113K Buy
2,398
+6
+0.3% +$271 ﹤0.01% 1086
2023
Q3 		$107K Sell
2,392
-5
-0.2% -$229 0.01% 1031
2023
Q2 		$111K Sell
2,397
-8,085
-77% -$378K 0.01% 1010
2023
Q1 		$495K Sell
10,482
-1,794
-15% -$85.1K 0.03% 470
2022
Q4 		$570K Sell
12,276
-475
-4% -$21.8K 0.03% 423
2022
Q3 		$614K Hold
12,751
– – 0.04% 377
2022
Q2 		$614K Buy
+12,751
New +$635K 0.04% 377
2021
Q4 		$2.37M Sell
42,005
-489
-1% -$27.6K 0.14% 153
2021
Q3 		$2.41M Buy
42,494
+6,110
+17% +$350K 0.08% 231
2021
Q2 		$2.08M Buy
36,384
+7,041
+24% +$399K 0.07% 271
2021
Q1 		$1.64M Buy
+29,343
New +$1.67M 0.06% 292

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

Harbour Investments's GTO Position: Q2 2026 in Review

Harbour Investments increased its Invesco Total Return Bond ETF (GTO) stake by 12% in Q2 2026, buying an estimated $82.5K and bringing the position to 16,086 shares worth $754K. The position accounts for 0.01% of the portfolio, ranked #930.

Harbour Investments first reported a position in GTO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.41M in Q3 2021. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Harbour Investments held 16,086 shares of Invesco Total Return Bond ETF worth $754K as of Q2 2026.
  • Harbour Investments bought 1,759 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $82.5K.
  • Invesco Total Return Bond ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #930 holding.
  • Harbour Investments first reported a position in Invesco Total Return Bond ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Invesco Total Return Bond ETF position peaked at $2.41M in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.