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KMG Fiduciary Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

KMG Fiduciary Partners’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 		$15.2M Sell
340,047
-8,709
-2% -$401K 1.48% 19
2026
Q2 		$16.3M Sell
348,756
-30,098
-8% -$1.41M 1.52% 18
2026
Q1 		$17.7M Buy
378,854
+6,817
+2% +$323K 1.31% 13
2025
Q4 		$17.6M Buy
372,037
+40,903
+12% +$1.95M 1.25% 14
2025
Q3 		$15.7M Buy
331,134
+20,213
+7% +$951K 1.06% 17
2025
Q2 		$14.6M Buy
310,921
+9,749
+3% +$452K 1.08% 17
2025
Q1 		$14.1M Buy
301,172
+30,286
+11% +$1.41M 1.17% 14
2024
Q4 		$12.6M Buy
270,886
+10,605
+4% +$500K 1.04% 22
2024
Q3 		$12.6M Buy
260,281
+32,878
+14% +$1.57M 1.09% 23
2024
Q2 		$10.5M Buy
227,403
+7,447
+3% +$344K 1.04% 24
2024
Q1 		$10.3M Buy
219,956
+78,000
+55% +$3.64M 1.07% 24
2023
Q4 		$6.71M Buy
141,956
+5,189
+4% +$234K 0.78% 31
2023
Q3 		$6.1M Buy
136,767
+5,803
+4% +$266K 0.81% 34
2023
Q2 		$6.08M Buy
130,964
+18,009
+16% +$843K 0.79% 33
2023
Q1 		$5.33M Buy
112,955
+6,405
+6% +$304K 0.76% 35
2022
Q4 		$4.95M Buy
106,550
+6,262
+6% +$288K 0.81% 35
2022
Q3 		$4.57M Buy
100,288
+91,212
+1,005% +$4.39M 0.88% 32
2022
Q2 		$437K Buy
+9,076
New +$452K 0.08% 150

Other funds holding GTO

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KMG Fiduciary Partners's GTO Position: Q3 2026 in Review

KMG Fiduciary Partners reduced its Invesco Total Return Bond ETF (GTO) stake by 2.5% in Q3 2026, selling an estimated $401K and leaving 340,047 shares worth $15.2M. The position accounts for 1.48% of the portfolio, ranked #19.

KMG Fiduciary Partners first reported a position in GTO in Q2 2022 and has held it in 18 quarters since. The position peaked at $17.7M in Q1 2026. 19 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

  • KMG Fiduciary Partners held 340,047 shares of Invesco Total Return Bond ETF worth $15.2M as of Q3 2026.
  • KMG Fiduciary Partners sold 8,709 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $401K.
  • Invesco Total Return Bond ETF made up 1.48% of KMG Fiduciary Partners's portfolio in Q3 2026, its #19 holding.
  • KMG Fiduciary Partners first reported a position in Invesco Total Return Bond ETF in Q2 2022 and has held it in 18 quarters since.
  • KMG Fiduciary Partners's Invesco Total Return Bond ETF position peaked at $17.7M in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on KMG Fiduciary Partners's 13F filing for Q3 2026, filed 14 Oct 2026.