Insight Wealth Partners
GTO icon

Insight Wealth Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

Insight Wealth 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
Q3 		$4.91M Buy
110,184
+5,806
+6% +$267K 0.65% 13
2026
Q2 		$4.89M Sell
104,378
-37,292
-26% -$1.75M 0.66% 15
2026
Q1 		$6.63M Buy
141,670
+9,642
+7% +$457K 0.93% 9
2025
Q4 		$6.26M Buy
132,028
+7,424
+6% +$353K 0.86% 11
2025
Q3 		$5.92M Buy
124,604
+21,729
+21% +$1.02M 1.8% 11
2025
Q2 		$4.82M Buy
102,875
+1,582
+2% +$73.3K 1.87% 10
2025
Q1 		$4.75M Buy
101,293
+1,575
+2% +$73.5K 0.79% 8
2024
Q4 		$4.63M Buy
99,718
+10,971
+12% +$517K 0.63% 11
2024
Q3 		$4.29M Buy
88,747
+4,892
+6% +$233K 0.85% 13
2024
Q2 		$3.89M Sell
83,855
-639
-0.8% -$29.5K 0.67% 12
2024
Q1 		$3.96M Buy
84,494
+15,632
+23% +$730K 0.68% 11
2023
Q4 		$3.25M Buy
68,862
+1,680
+3% +$75.9K 0.56% 11
2023
Q3 		$3M Buy
67,182
+442
+0.7% +$20.2K 0.58% 10
2023
Q2 		$3.1M Sell
66,740
-31,156
-32% -$1.46M 0.72% 10
2023
Q1 		$4.62M Buy
97,896
+1,568
+2% +$74.4K 1.04% 8
2022
Q4 		$4.48M Buy
96,328
+18,649
+24% +$857K 3.35% 8
2022
Q3 		$3.54M Buy
77,679
+6,789
+10% +$327K 3.34% 8
2022
Q2 		$3.41M Sell
70,890
-374
-0.5% -$18.6K 2.57% 13
2022
Q1 		$3.74M Sell
71,264
-351,536
-83% -$19M 2.08% 13
2021
Q4 		$23.8M Buy
422,800
+49,718
+13% +$2.81M 4.46% 2
2021
Q3 		$21.2M Buy
373,082
+31,345
+9% +$1.8M 11.36% 2
2021
Q2 		$19.5M Buy
341,737
+18,803
+6% +$1.06M 10.38% 2
2021
Q1 		$18.1M Buy
322,934
+48,813
+18% +$2.77M 8.91% 2
2020
Q4 		$15.8M Buy
274,121
+18,654
+7% +$1.08M 9.68% 2
2020
Q3 		$14.8M Buy
+255,467
New +$14.8M 14.09% 2

Other funds holding GTO

RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Acima Private Wealth
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Insight Wealth Partners's GTO Position: Q3 2026 in Review

Insight Wealth Partners increased its Invesco Total Return Bond ETF (GTO) stake by 5.6% in Q3 2026, buying an estimated $267K and bringing the position to 110,184 shares worth $4.91M. The position accounts for 0.65% of the portfolio, ranked #13.

Insight Wealth Partners first reported a position in GTO in Q3 2020 and has held it in 25 quarters since. The position peaked at $23.8M in Q4 2021. 55 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

  • Insight Wealth Partners held 110,184 shares of Invesco Total Return Bond ETF worth $4.91M as of Q3 2026.
  • Insight Wealth Partners bought 5,806 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $267K.
  • Invesco Total Return Bond ETF made up 0.65% of Insight Wealth Partners's portfolio in Q3 2026, its #13 holding.
  • Insight Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q3 2020 and has held it in 25 quarters since.
  • Insight Wealth Partners's Invesco Total Return Bond ETF position peaked at $23.8M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.