Koesten Hirschmann & Crabtree’s Invesco Total Return Bond ETF GTO Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-5	Closed	-$238	–	115
2025 Q3	$238	Hold	5	–	–	﹤0.01%	235
2025 Q2	$235	Buy	5 +4	+400%	+$185	﹤0.01%	305
2025 Q1	$47	Hold	1	–	–	﹤0.01%	208
2024 Q4	$47	Hold	1	–	–	﹤0.01%	198
2024 Q3	$49	Hold	1	–	–	﹤0.01%	198
2024 Q2	$47	Hold	1	–	–	﹤0.01%	218
2024 Q1	$47	Sell	1 -29	-97%	-$1.35K	﹤0.01%	218
2023 Q4	$1.42K	Buy	30 +1	+3%	+$45	﹤0.01%	154
2023 Q3	$1.29K	Hold	29	–	–	﹤0.01%	149
2023 Q2	$1.35K	Sell	29 -21	-42%	-$983	﹤0.01%	138
2023 Q1	$2.36K	Hold	50	–	–	﹤0.01%	152
2022 Q4	$2.32K	Buy	+50	New	+$2.3K	﹤0.01%	133

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Koesten Hirschmann & Crabtree's GTO Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Invesco Total Return Bond ETF (GTO) in Q4 2025, closing a stake of 5 shares — an estimated $238 sold.

Koesten Hirschmann & Crabtree first reported a position in GTO in Q4 2022 and held it in 12 quarters. The position peaked at $2.36K in Q1 2023. 206 funds tracked by Wall St. Rank hold GTO as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining Invesco Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 5 Invesco Total Return Bond ETF shares in Q4 2025, an estimated $238.
Koesten Hirschmann & Crabtree first reported a position in Invesco Total Return Bond ETF in Q4 2022 and held it in 12 quarters.
Koesten Hirschmann & Crabtree's Invesco Total Return Bond ETF position peaked at $2.36K in Q1 2023.
206 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.