James T. Borello
GTO icon

James T. Borello’s Invesco Total Return Bond ETF GTO Stock Holding History

James T. Borello’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 		$11K Hold
246
– – ﹤0.01% 581
2026
Q2 		$11.5K Hold
246
– – ﹤0.01% 554
2026
Q1 		$11.5K Buy
+246
New +$11.7K ﹤0.01% 526

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
Northwest Financial Advisors
Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 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

James T. Borello's GTO Position: Q3 2026 in Review

James T. Borello held its Invesco Total Return Bond ETF (GTO) position steady in Q3 2026 at 246 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

James T. Borello first reported a position in GTO in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.5K in Q2 2026. 76 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

  • James T. Borello held 246 shares of Invesco Total Return Bond ETF worth $11K as of Q3 2026.
  • James T. Borello left its Invesco Total Return Bond ETF share count unchanged in Q3 2026.
  • Invesco Total Return Bond ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #581 holding.
  • James T. Borello first reported a position in Invesco Total Return Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello's Invesco Total Return Bond ETF position peaked at $11.5K in Q2 2026.
  • 76 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.