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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return