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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PAG

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

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Medallion Wealth Advisors's GTO Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 2.9% in Q1 2026, selling an estimated $13.3K and leaving 9,487 shares worth $444K. The position accounts for 0.15% of the portfolio, ranked #141.

Medallion Wealth Advisors first reported a position in GTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $588K in Q4 2024. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

Medallion Wealth Advisors held 9,487 shares of Invesco Total Return Bond ETF worth $444K as of Q1 2026.
Medallion Wealth Advisors sold 280 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $13.3K.
Invesco Total Return Bond ETF made up 0.15% of Medallion Wealth Advisors's portfolio in Q1 2026, its #141 holding.
Medallion Wealth Advisors first reported a position in Invesco Total Return Bond ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco Total Return Bond ETF position peaked at $588K in Q4 2024.
200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.