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

HighTower 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
2026 Q2	$18.9M	Buy	402,684 +88,347	+28%	+$4.14M	0.02%	667
2026 Q1	$14.7M	Buy	314,337 +284,522	+954%	+$13.5M	0.02%	727
2025 Q4	$1.41M	Buy	29,815 +4,975	+20%	+$237K	﹤0.01%	1890
2025 Q3	$1.18M	Buy	24,840 +1,824	+8%	+$85.8K	﹤0.01%	1985
2025 Q2	$1.08M	Buy	23,016 +1,916	+9%	+$88.8K	﹤0.01%	1963
2025 Q1	$990K	Buy	21,100 +2,809	+15%	+$131K	﹤0.01%	1967
2024 Q4	$849K	Buy	18,291 +1,161	+7%	+$54.7K	﹤0.01%	2080
2024 Q3	$831K	Buy	17,130 +251	+1%	+$12K	﹤0.01%	2042
2024 Q2	$787K	Buy	+16,879	New	+$780K	﹤0.01%	1997
2024 Q1	–	Sell	-21,032	Closed	-$1.01M	–	3790
2023 Q4	$1.01M	Sell	21,032 -1	-0%	-$45	﹤0.01%	1833
2023 Q3	$939K	Buy	+21,033	New	+$963K	﹤0.01%	1805
2022 Q4	–	Sell	-6,170	Closed	-$281K	–	3410
2022 Q3	$281K	Buy	+6,170	New	+$297K	﹤0.01%	2381

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

HighTower Advisors's GTO Position: Q2 2026 in Review

HighTower Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 28% in Q2 2026, buying an estimated $4.14M and bringing the position to 402,684 shares worth $18.9M. The position accounts for 0.02% of the portfolio, ranked #667.

HighTower Advisors first reported a position in GTO in Q3 2022 and has held it in 12 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

HighTower Advisors held 402,684 shares of Invesco Total Return Bond ETF worth $18.9M as of Q2 2026.
HighTower Advisors bought 88,347 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $4.14M.
Invesco Total Return Bond ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #667 holding.
HighTower Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2022 and has held it in 12 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.