Larson Financial Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Larson Financial Group’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 Q2	–	Sell	-24	Closed	-$1.14K	–	3372
2025 Q1	$1.14K	Hold	24	–	–	﹤0.01%	2351
2024 Q4	$1.11K	Hold	24	–	–	﹤0.01%	2015
2024 Q3	$1.15K	Hold	24	–	–	﹤0.01%	1959
2024 Q2	$1.09K	Buy	24 +1	+4%	+$46	﹤0.01%	1692
2024 Q1	$1.09K	Hold	23	–	–	﹤0.01%	1437
2023 Q4	$1.09K	Hold	23	–	–	﹤0.01%	1450
2023 Q3	$1.03K	Hold	23	–	–	﹤0.01%	1489
2023 Q2	$1.07K	Sell	23 -7	-23%	-$328	﹤0.01%	1358
2023 Q1	$1.42K	Buy	+30	New	+$1.42K	﹤0.01%	1299

Other funds holding GTO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

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

Larson Financial Group's GTO Position: Q2 2025 in Review

Larson Financial Group sold out of Invesco Total Return Bond ETF (GTO) in Q2 2025, closing a stake of 24 shares — an estimated $1.14K sold.

Larson Financial Group first reported a position in GTO in Q1 2023 and held it in 9 quarters. The position peaked at $1.42K in Q1 2023. 197 funds tracked by Wall St. Rank hold GTO as of Q2 2025.

Larson Financial Group reported no remaining Invesco Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
Larson Financial Group sold 24 Invesco Total Return Bond ETF shares in Q2 2025, an estimated $1.14K.
Larson Financial Group first reported a position in Invesco Total Return Bond ETF in Q1 2023 and held it in 9 quarters.
Larson Financial Group's Invesco Total Return Bond ETF position peaked at $1.42K in Q1 2023.
197 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.