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Marcum Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Marcum Wealth’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 		$2.68M Buy
57,117
+1,429
+3% +$66.7K 0.23% 50
2024
Q4 		$2.58M Buy
55,688
+2,413
+5% +$114K 0.22% 52
2024
Q3 		$2.57M Buy
53,275
+2,042
+4% +$97.3K 0.24% 49
2024
Q2 		$2.38M Buy
51,233
+3,840
+8% +$178K 0.24% 48
2024
Q1 		$2.22M Buy
47,393
+4,988
+12% +$233K 0.22% 49
2023
Q4 		$2M Buy
42,405
+4,436
+12% +$200K 0.21% 54
2023
Q3 		$1.69M Buy
37,969
+3,768
+11% +$173K 0.2% 55
2023
Q2 		$1.59M Buy
34,201
+6,274
+22% +$294K 0.19% 60
2023
Q1 		$1.32M Buy
27,927
+4,951
+22% +$235K 0.16% 71
2022
Q4 		$1.07M Buy
22,976
+10,046
+78% +$462K 0.14% 80
2022
Q3 		$590K Buy
12,930
+1,737
+16% +$83.7K 0.09% 140
2022
Q2 		$539K Buy
+11,193
New +$557K 0.08% 148

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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 $38.1B AUM 19.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

Marcum Wealth's GTO Position: Q1 2025 in Review

Marcum Wealth increased its Invesco Total Return Bond ETF (GTO) stake by 2.6% in Q1 2025, buying an estimated $66.7K and bringing the position to 57,117 shares worth $2.68M. The position accounts for 0.23% of the portfolio, ranked #50.

Marcum Wealth first reported a position in GTO in Q2 2022 and has held it in 12 quarters since. 193 funds tracked by Wall St. Rank hold GTO as of Q1 2025.

  • Marcum Wealth held 57,117 shares of Invesco Total Return Bond ETF worth $2.68M as of Q1 2025.
  • Marcum Wealth bought 1,429 Invesco Total Return Bond ETF shares in Q1 2025, an estimated $66.7K.
  • Invesco Total Return Bond ETF made up 0.23% of Marcum Wealth's portfolio in Q1 2025, its #50 holding.
  • Marcum Wealth first reported a position in Invesco Total Return Bond ETF in Q2 2022 and has held it in 12 quarters since.
  • 193 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.