IA
GTO icon

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

IFP 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 		$4.77M Buy
101,693
+17,101
+20% +$802K 0.09% 265
2026
Q1 		$3.96M Buy
84,592
+3,928
+5% +$186K 0.08% 266
2025
Q4 		$3.83M Buy
80,664
+1,515
+2% +$72.1K 0.09% 249
2025
Q3 		$3.76M Buy
79,149
+10,450
+15% +$492K 0.1% 227
2025
Q2 		$3.22M Buy
68,699
+41,973
+157% +$1.94M 0.09% 242
2025
Q1 		$1.25M Buy
26,726
+26,087
+4,082% +$1.22M 0.04% 496
2024
Q4 		$29.6K Sell
639
-54
-8% -$2.54K ﹤0.01% 2074
2024
Q3 		$33.5K Sell
693
-18,144
-96% -$865K ﹤0.01% 1905
2024
Q2 		$873K Sell
18,837
-3,462
-16% -$160K 0.03% 482
2024
Q1 		$1.04M Sell
22,299
-12,370
-36% -$578K 0.05% 402
2023
Q4 		$1.64M Sell
34,669
-1,377
-4% -$62.2K 0.08% 281
2023
Q3 		$1.61M Sell
36,046
-10,966
-23% -$502K 0.07% 287
2023
Q2 		$2.18M Buy
47,012
+1,604
+4% +$75.1K 0.09% 238
2023
Q1 		$2.36M Sell
45,408
-4,732
-9% -$224K 0.1% 201
2022
Q4 		$2.62M Buy
50,140
+21,522
+75% +$990K 0.07% 303
2022
Q3 		$1.49M Sell
28,618
-1,274
-4% -$61.4K 0.04% 498
2022
Q2 		$1.56M Hold
29,892
– – 0.05% 433
2022
Q1 		$1.56M Sell
29,892
-5,159
-15% -$278K 0.05% 433
2021
Q4 		$1.98M Buy
35,051
+2,467
+8% +$139K 0.04% 269
2021
Q3 		$1.85M Buy
32,584
+5,788
+22% +$332K 0.04% 278
2021
Q2 		$1.53M Buy
26,796
+4,792
+22% +$271K 0.03% 296
2021
Q1 		$1.23M Buy
22,004
+1,068
+5% +$60.7K 0.02% 328
2020
Q4 		$1.21M Buy
20,936
+964
+5% +$56K 0.05% 301
2020
Q3 		$1.16M Buy
19,972
+1,406
+8% +$81.5K 0.07% 267
2020
Q2 		$1.06M Sell
18,566
-539
-3% -$29.9K 0.08% 248
2020
Q1 		$975K Buy
19,105
+5,787
+43% +$315K 0.1% 215
2019
Q4 		$722K Buy
13,318
+613
+5% +$33.3K 0.05% 351
2019
Q3 		$690K Buy
+12,705
New +$685K 0.05% 400

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

IFP Advisors's GTO Position: Q2 2026 in Review

IFP Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 20% in Q2 2026, buying an estimated $802K and bringing the position to 101,693 shares worth $4.77M. The position accounts for 0.09% of the portfolio, ranked #265.

IFP Advisors first reported a position in GTO in Q3 2019 and has held it in 28 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • IFP Advisors held 101,693 shares of Invesco Total Return Bond ETF worth $4.77M as of Q2 2026.
  • IFP Advisors bought 17,101 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $802K.
  • Invesco Total Return Bond ETF made up 0.09% of IFP Advisors's portfolio in Q2 2026, its #265 holding.
  • IFP Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.