KFP
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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
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 $917M AUM 19.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return