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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
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

LPL Financial
LPL Financial San Diego, California $377B 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 $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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

Insight Wealth Partners's GTO Position: Q1 2026 in Review

Insight Wealth Partners increased its Invesco Total Return Bond ETF (GTO) stake by 7.3% in Q1 2026, buying an estimated $457K and bringing the position to 141,670 shares worth $6.63M. The position accounts for 0.93% of the portfolio, ranked #9.

Insight Wealth Partners first reported a position in GTO in Q3 2020 and has held it in 23 quarters since. The position peaked at $23.8M in Q4 2021. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

  • Insight Wealth Partners held 141,670 shares of Invesco Total Return Bond ETF worth $6.63M as of Q1 2026.
  • Insight Wealth Partners bought 9,642 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $457K.
  • Invesco Total Return Bond ETF made up 0.93% of Insight Wealth Partners's portfolio in Q1 2026, its #9 holding.
  • Insight Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Insight Wealth Partners's Invesco Total Return Bond ETF position peaked at $23.8M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.