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

Medallion Wealth 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	$434K	Sell	9,258 -229	-2%	-$10.7K	0.14%	139
2026 Q1	$444K	Sell	9,487 -280	-3%	-$13.3K	0.15%	141
2025 Q4	$463K	Sell	9,767 -494	-5%	-$23.5K	0.16%	133
2025 Q3	$488K	Sell	10,261 -397	-4%	-$18.7K	0.17%	126
2025 Q2	$500K	Sell	10,658 -1,276	-11%	-$59.1K	0.19%	121
2025 Q1	$561K	Sell	11,934 -739	-6%	-$34.5K	0.26%	94
2024 Q4	$588K	Buy	+12,673	New	+$597K	0.29%	84

Other funds holding GTO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Medallion Wealth Advisors's GTO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 2.4% in Q2 2026, selling an estimated $10.7K and leaving 9,258 shares worth $434K. The position accounts for 0.14% of the portfolio, ranked #139.

Medallion Wealth Advisors first reported a position in GTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $588K in Q4 2024. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Medallion Wealth Advisors held 9,258 shares of Invesco Total Return Bond ETF worth $434K as of Q2 2026.
Medallion Wealth Advisors sold 229 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $10.7K.
Invesco Total Return Bond ETF made up 0.14% of Medallion Wealth Advisors's portfolio in Q2 2026, its #139 holding.
Medallion Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Invesco Total Return Bond ETF position peaked at $588K in Q4 2024.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.