Mariner
GTO icon

Mariner’s Invesco Total Return Bond ETF GTO Stock Holding History

Mariner’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
Q3 		– Sell
-5,043
Closed -$236K – 3654
2025
Q2 		$236K Buy
+5,043
New +$234K ﹤0.01% 2918
2023
Q4 		– Sell
-16,725
Closed -$746K – 3105
2023
Q3 		$746K Sell
16,725
-15,784
-49% -$723K ﹤0.01% 1510
2023
Q2 		$1.51M Sell
32,509
-10,987
-25% -$514K ﹤0.01% 1087
2023
Q1 		$2.05M Sell
43,496
-11,081
-20% -$526K 0.01% 948
2022
Q4 		$2.54M Buy
+54,577
New +$2.51M 0.01% 827

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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