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

IVC 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 		– Sell
-4,369
Closed -$207K – 183
2025
Q4 		$207K Buy
+4,369
New +$208K 0.09% 172

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 $21.8B AUM 28.57% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

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

IVC Wealth Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q1 2026, closing a stake of 4,369 shares — an estimated $207K sold.

IVC Wealth Advisors first reported a position in GTO in Q4 2025 and held it in 1 quarter. The position peaked at $207K in Q4 2025. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

  • IVC Wealth Advisors reported no remaining Invesco Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IVC Wealth Advisors sold 4,369 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $207K.
  • IVC Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2025 and held it in 1 quarter.
  • IVC Wealth Advisors's Invesco Total Return Bond ETF position peaked at $207K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on IVC Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.