Janney Montgomery Scott
GTO icon

Janney Montgomery Scott’s Invesco Total Return Bond ETF GTO Stock Holding History

Janney Montgomery Scott’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 		$977K Sell
20,867
-860
-4% -$40.8K ﹤0.01% 1658
2025
Q4 		$1.03M Sell
21,727
-3,349
-13% -$159K ﹤0.01% 1707
2025
Q3 		$1.19M Buy
25,076
+3,870
+18% +$182K ﹤0.01% 1597
2025
Q2 		$994K Buy
21,206
+5,895
+39% +$273K ﹤0.01% 1581
2025
Q1 		$719K Buy
15,311
+3,886
+34% +$181K ﹤0.01% 1751
2024
Q4 		$530K Buy
11,425
+1,431
+14% +$67.5K ﹤0.01% 1950
2024
Q3 		$483K Buy
+9,994
New +$476K ﹤0.01% 1998

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B 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 $653B AUM 32.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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