Kuhn & Co Investment Counsel’s Invesco Total Return Bond ETF GTO Stock Holding History

Kuhn & Co Investment Counsel’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	$770K	Buy	16,427 +764	+5%	+$35.8K	0.44%	66
2026 Q1	$733K	Hold	15,663	–	–	0.47%	63
2025 Q4	$743K	Hold	15,663	–	–	0.5%	60
2025 Q3	$744K	Hold	15,663	–	–	0.59%	53
2025 Q2	$734K	Hold	15,663	–	–	0.56%	61
2025 Q1	$735K	Sell	15,663 -486	-3%	-$22.7K	0.62%	53
2024 Q4	$749K	Buy	16,149 +843	+6%	+$39.7K	0.64%	50
2024 Q3	$739K	Hold	15,306	–	–	0.63%	49
2024 Q2	$710K	Buy	15,306 +1,240	+9%	+$57.3K	0.64%	48
2024 Q1	$658K	Buy	14,066 +960	+7%	+$44.9K	0.62%	48
2023 Q4	$619K	Buy	+13,106	New	+$592K	0.63%	50

Other funds holding GTO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Kuhn & Co Investment Counsel's GTO Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Invesco Total Return Bond ETF (GTO) stake by 4.9% in Q2 2026, buying an estimated $35.8K and bringing the position to 16,427 shares worth $770K. The position accounts for 0.44% of the portfolio, ranked #66.

Kuhn & Co Investment Counsel first reported a position in GTO in Q4 2023 and has held it in 11 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Kuhn & Co Investment Counsel held 16,427 shares of Invesco Total Return Bond ETF worth $770K as of Q2 2026.
Kuhn & Co Investment Counsel bought 764 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $35.8K.
Invesco Total Return Bond ETF made up 0.44% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #66 holding.
Kuhn & Co Investment Counsel first reported a position in Invesco Total Return Bond ETF in Q4 2023 and has held it in 11 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.