IAN
GTO icon

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

Integrated Advisors Network’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
2025
Q2 		– Sell
-5,644
Closed -$265K – 770
2025
Q1 		$265K Sell
5,644
-1,424
-20% -$66.5K 0.01% 615
2024
Q4 		$328K Sell
7,068
-2,135
-23% -$101K 0.02% 543
2024
Q3 		$445K Sell
9,203
-1,482
-14% -$70.6K 0.02% 506
2024
Q2 		$495K Sell
10,685
-640
-6% -$29.6K 0.03% 448
2024
Q1 		$530K Sell
11,325
-625
-5% -$29.2K 0.03% 447
2023
Q4 		$565K Sell
11,950
-1,919
-14% -$86.7K 0.03% 404
2023
Q3 		$619K Sell
13,869
-4,275
-24% -$196K 0.04% 371
2023
Q2 		$843K Buy
18,144
+14
+0.1% +$655 0.05% 314
2023
Q1 		$856K Sell
18,130
-661
-4% -$31.4K 0.05% 310
2022
Q4 		$873K Sell
18,791
-423
-2% -$19.4K 0.06% 318
2022
Q3 		$876K Buy
19,214
+1,769
+10% +$85.2K 0.06% 289
2022
Q2 		$840K Sell
17,445
-268
-2% -$13.3K 0.05% 312
2022
Q1 		$929K Sell
17,713
-699
-4% -$37.7K 0.05% 321
2021
Q4 		$1.04M Sell
18,412
-2,165
-11% -$122K 0.06% 277
2021
Q3 		$1.17M Sell
20,577
-2,207
-10% -$127K 0.08% 229
2021
Q2 		$1.3M Buy
22,784
+7,399
+48% +$419K 0.1% 196
2021
Q1 		$862K Buy
+15,385
New +$874K 0.08% 225

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Integrated Advisors Network's GTO Position: Q2 2025 in Review

Integrated Advisors Network sold out of Invesco Total Return Bond ETF (GTO) in Q2 2025, closing a stake of 5,644 shares — an estimated $265K sold.

Integrated Advisors Network first reported a position in GTO in Q1 2021 and held it in 17 quarters. The position peaked at $1.3M in Q2 2021. 197 funds tracked by Wall St. Rank hold GTO as of Q2 2025.

  • Integrated Advisors Network reported no remaining Invesco Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 5,644 Invesco Total Return Bond ETF shares in Q2 2025, an estimated $265K.
  • Integrated Advisors Network first reported a position in Invesco Total Return Bond ETF in Q1 2021 and held it in 17 quarters.
  • Integrated Advisors Network's Invesco Total Return Bond ETF position peaked at $1.3M in Q2 2021.
  • 197 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.