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LexAurum Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

LexAurum Advisors’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
Q1 		– Sell
-98,890
Closed -$4.59M – 353
2024
Q4 		$4.59M Buy
98,890
+4,142
+4% +$195K 0.91% 32
2024
Q3 		$4.58M Buy
94,748
+1,611
+2% +$76.8K 1.01% 27
2024
Q2 		$4.32M Buy
93,137
+11,996
+15% +$555K 1.05% 25
2024
Q1 		$3.8M Buy
81,141
+8,300
+11% +$388K 0.95% 28
2023
Q4 		$3.44M Buy
72,841
+1,052
+1% +$47.5K 0.9% 28
2023
Q3 		$3.2M Buy
71,789
+8,633
+14% +$395K 0.94% 27
2023
Q2 		$2.93M Buy
63,156
+45,266
+253% +$2.12M 0.88% 24
2023
Q1 		$844K Buy
17,890
+1,447
+9% +$68.6K 0.28% 80
2022
Q4 		$764K Buy
16,443
+1,934
+13% +$88.9K 0.27% 83
2022
Q3 		$662K Buy
+14,509
New +$699K 0.26% 86

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
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
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

LexAurum Advisors's GTO Position: Q1 2025 in Review

LexAurum Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q1 2025, closing a stake of 98,890 shares — an estimated $4.59M sold.

LexAurum Advisors first reported a position in GTO in Q3 2022 and held it in 10 quarters. The position peaked at $4.59M in Q4 2024. 193 funds tracked by Wall St. Rank hold GTO as of Q1 2025.

  • LexAurum Advisors reported no remaining Invesco Total Return Bond ETF position as of Q1 2025 after selling out during the quarter.
  • LexAurum Advisors sold 98,890 Invesco Total Return Bond ETF shares in Q1 2025, an estimated $4.59M.
  • LexAurum Advisors first reported a position in Invesco Total Return Bond ETF in Q3 2022 and held it in 10 quarters.
  • LexAurum Advisors's Invesco Total Return Bond ETF position peaked at $4.59M in Q4 2024.
  • 193 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2025.

Based on LexAurum Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.