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HUB Investment Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

HUB Investment Partners’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 		$952K Sell
20,321
-2,453
-11% -$115K 0.02% 463
2026
Q1 		$1.07M Sell
22,774
-1,016
-4% -$48.2K 0.03% 353
2025
Q4 		$1.13M Sell
23,790
-4,295
-15% -$204K 0.03% 286
2025
Q3 		$1.33M Sell
28,085
-8,367
-23% -$394K 0.04% 238
2025
Q2 		$1.71M Sell
36,452
-5,892
-14% -$273K 0.06% 200
2025
Q1 		$1.99M Sell
42,344
-8,205
-16% -$383K 0.08% 163
2024
Q4 		$2.35M Sell
50,549
-6,194
-11% -$292K 0.1% 144
2024
Q3 		$2.74M Sell
56,743
-1,127
-2% -$53.7K 0.12% 135
2024
Q2 		$2.68M Buy
57,870
+385
+0.7% +$17.8K 0.1% 134
2024
Q1 		$2.69M Buy
57,485
+2,953
+5% +$138K 0.15% 130
2023
Q4 		$2.58M Buy
54,532
+2,633
+5% +$119K 0.18% 124
2023
Q3 		$2.32M Buy
51,899
+2,912
+6% +$133K 0.35% 73
2023
Q2 		$2.28M Buy
48,987
+181
+0.4% +$8.47K 0.38% 68
2023
Q1 		$2.3M Buy
48,806
+1,009
+2% +$47.9K 0.48% 62
2022
Q4 		$2.22M Buy
47,797
+2,402
+5% +$110K 0.49% 44
2022
Q3 		$2.07M Buy
45,395
+4,196
+10% +$202K 0.62% 45
2022
Q2 		$1.98M Buy
41,199
+3,707
+10% +$185K 0.62% 50
2022
Q1 		$1.97M Buy
37,492
+4,735
+14% +$256K 0.46% 59
2021
Q4 		$1.85M Buy
32,757
+3,738
+13% +$211K 0.43% 61
2021
Q3 		$1.65M Buy
29,019
+4,989
+21% +$286K 0.39% 76
2021
Q2 		$1.37M Buy
24,030
+6,449
+37% +$365K 0.37% 72
2021
Q1 		$985K Buy
17,581
+6,931
+65% +$394K 0.29% 87
2020
Q4 		$615K Buy
+10,650
New +$619K 0.28% 82

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

HUB Investment Partners's GTO Position: Q2 2026 in Review

HUB Investment Partners reduced its Invesco Total Return Bond ETF (GTO) stake by 11% in Q2 2026, selling an estimated $115K and leaving 20,321 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #463.

HUB Investment Partners first reported a position in GTO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.74M in Q3 2024. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • HUB Investment Partners held 20,321 shares of Invesco Total Return Bond ETF worth $952K as of Q2 2026.
  • HUB Investment Partners sold 2,453 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $115K.
  • Invesco Total Return Bond ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #463 holding.
  • HUB Investment Partners first reported a position in Invesco Total Return Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • HUB Investment Partners's Invesco Total Return Bond ETF position peaked at $2.74M in Q3 2024.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.