HighTower Advisors
GTO icon

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
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 – 3791
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
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