Key Financial Inc
GTO icon

Key Financial Inc’s Invesco Total Return Bond ETF GTO Stock Holding History

Key Financial Inc’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 		$19K Sell
427
-41
-9% -$1.89K ﹤0.01% 718
2026
Q2 		$21.9K Sell
468
-23
-5% -$1.08K ﹤0.01% 712
2026
Q1 		$23K Hold
491
– – ﹤0.01% 696
2025
Q4 		$23.3K Sell
491
-53
-10% -$2.52K ﹤0.01% 686
2025
Q3 		$25.9K Sell
544
-1,895
-78% -$89.1K ﹤0.01% 665
2025
Q2 		$114K Sell
2,439
-44
-2% -$2.04K 0.02% 356
2025
Q1 		$117K Buy
2,483
+116
+5% +$5.42K 0.03% 334
2024
Q4 		$110K Buy
2,367
+29
+1% +$1.37K 0.03% 332
2024
Q3 		$113K Buy
2,338
+8
+0.3% +$381 0.03% 333
2024
Q2 		$108K Buy
2,330
+9
+0.4% +$416 0.03% 324
2024
Q1 		$109K Buy
2,321
+8
+0.3% +$374 0.03% 305
2023
Q4 		$109K Hold
2,313
– – 0.03% 294
2023
Q3 		$103K Sell
2,313
-112
-5% -$5.13K 0.03% 283
2023
Q2 		$113K Sell
2,425
-97
-4% -$4.54K 0.04% 269
2023
Q1 		$119K Hold
2,522
– – 0.04% 257
2022
Q4 		$115K Hold
2,522
– – 0.05% 232
2022
Q3 		$115K Buy
2,522
+142
+6% +$6.84K 0.05% 234
2022
Q2 		$116K Buy
2,380
+474
+25% +$23.6K 0.06% 217
2022
Q1 		$100K Buy
1,906
+1,478
+345% +$79.8K 0.05% 245
2021
Q4 		$24K Buy
428
+27
+7% +$1.53K 0.01% 457
2021
Q3 		$23K Buy
401
+179
+81% +$10.3K 0.01% 445
2021
Q2 		$13K Buy
+222
New +$12.6K 0.01% 524

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.17% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Key Financial Inc's GTO Position: Q3 2026 in Review

Key Financial Inc reduced its Invesco Total Return Bond ETF (GTO) stake by 8.8% in Q3 2026, selling an estimated $1.89K and leaving 427 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Key Financial Inc first reported a position in GTO in Q2 2021 and has held it in 22 quarters since. The position peaked at $119K in Q1 2023. 127 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

  • Key Financial Inc held 427 shares of Invesco Total Return Bond ETF worth $19K as of Q3 2026.
  • Key Financial Inc sold 41 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $1.89K.
  • Invesco Total Return Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #718 holding.
  • Key Financial Inc first reported a position in Invesco Total Return Bond ETF in Q2 2021 and has held it in 22 quarters since.
  • Key Financial Inc's Invesco Total Return Bond ETF position peaked at $119K in Q1 2023.
  • 127 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.