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

Integrity Wealth 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
Q1 		$8.62M Buy
183,966
+47,590
+35% +$2.26M 5.14% 6
2025
Q4 		$6.47M Buy
136,376
+100,736
+283% +$4.79M 4.41% 7
2025
Q3 		$1.69M Buy
35,640
+12,601
+55% +$593K 0.61% 23
2025
Q2 		$1.08M Sell
23,039
-7,503
-25% -$348K 0.75% 21
2025
Q1 		$1.43M Buy
30,542
+8,258
+37% +$386K 1.05% 14
2024
Q4 		$1.03M Buy
+22,284
New +$1.05M 0.75% 19

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

Integrity Wealth Advisors's GTO Position: Q1 2026 in Review

Integrity Wealth Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 35% in Q1 2026, buying an estimated $2.26M and bringing the position to 183,966 shares worth $8.62M. The position accounts for 5.14% of the portfolio, ranked #6.

Integrity Wealth Advisors first reported a position in GTO in Q4 2024 and has held it in 6 quarters since. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

  • Integrity Wealth Advisors held 183,966 shares of Invesco Total Return Bond ETF worth $8.62M as of Q1 2026.
  • Integrity Wealth Advisors bought 47,590 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $2.26M.
  • Invesco Total Return Bond ETF made up 5.14% of Integrity Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Integrity Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

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