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

LGT Financial 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
2026
Q2 		$38.6K Hold
823
– – 0.2% 75
2026
Q1 		$38.5K Hold
823
– – 0.2% 75
2025
Q4 		$39K Hold
823
– – 0.24% 70
2025
Q3 		$39.1K Hold
823
– – 0.08% 139
2025
Q2 		$38.6K Sell
823
-314
-28% -$14.5K 0.1% 116
2025
Q1 		$53.4K Buy
1,137
+4
+0.4% +$187 0.16% 99
2024
Q4 		$52.6K Sell
1,133
-972
-46% -$45.8K 0.12% 138
2024
Q3 		$102K Sell
2,105
-3,888
-65% -$185K 0.25% 70
2024
Q2 		$278K Sell
5,993
-34,933
-85% -$1.62M 0.59% 38
2024
Q1 		$1.92M Sell
40,926
-647
-2% -$30.2K 2.23% 8
2023
Q4 		$1.96M Sell
41,573
-294
-0.7% -$13.3K 2.4% 6
2023
Q3 		$1.87M Sell
41,867
-6,522
-13% -$299K 2.38% 6
2023
Q2 		$2.25M Sell
48,389
-3,162
-6% -$148K 2.39% 7
2023
Q1 		$2.43M Sell
51,551
-5,803
-10% -$275K 4.53% 5
2022
Q4 		$2.67M Buy
+57,354
New +$2.64M 3.14% 8

Other funds holding GTO

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

LGT Financial Advisors's GTO Position: Q2 2026 in Review

LGT Financial Advisors held its Invesco Total Return Bond ETF (GTO) position steady in Q2 2026 at 823 shares worth $38.6K. The position accounts for 0.2% of the portfolio, ranked #75.

LGT Financial Advisors first reported a position in GTO in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q4 2022. 46 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • LGT Financial Advisors held 823 shares of Invesco Total Return Bond ETF worth $38.6K as of Q2 2026.
  • LGT Financial Advisors left its Invesco Total Return Bond ETF share count unchanged in Q2 2026.
  • Invesco Total Return Bond ETF made up 0.2% of LGT Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • LGT Financial Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • LGT Financial Advisors's Invesco Total Return Bond ETF position peaked at $2.67M in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.