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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 – 3373
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

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return