Mercer Global Advisors
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Mercer Global Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Mercer Global 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 		– Sell
-6,636
Closed -$315K – 3276
2025
Q4 		$315K Sell
6,636
-6,032
-48% -$287K ﹤0.01% 2193
2025
Q3 		$602K Sell
12,668
-28,760
-69% -$1.35M ﹤0.01% 1655
2025
Q2 		$1.94M Sell
41,428
-4,338
-9% -$201K ﹤0.01% 901
2025
Q1 		$2.15M Sell
45,766
-7,016
-13% -$328K ﹤0.01% 817
2024
Q4 		$2.45M Sell
52,782
-3,284
-6% -$155K 0.01% 762
2024
Q3 		$2.71M Sell
56,066
-13,383
-19% -$638K 0.01% 673
2024
Q2 		$3.22M Sell
69,449
-49,476
-42% -$2.29M 0.01% 564
2024
Q1 		$5.57M Sell
118,925
-15,923
-12% -$744K 0.02% 436
2023
Q4 		$6.37M Sell
134,848
-64,877
-32% -$2.93M 0.02% 405
2023
Q3 		$8.91M Sell
199,725
-62,416
-24% -$2.86M 0.03% 299
2023
Q2 		$12.2M Buy
262,141
+3,682
+1% +$172K 0.05% 251
2023
Q1 		$12.2M Sell
258,459
-28,476
-10% -$1.35M 0.06% 241
2022
Q4 		$13.3M Sell
286,935
-84,919
-23% -$3.9M 0.07% 213
2022
Q3 		$17M Sell
371,854
-26,338
-7% -$1.27M 0.1% 156
2022
Q2 		$19.2M Sell
398,192
-40,001
-9% -$1.99M 0.12% 139
2022
Q1 		$23M Buy
438,193
+3,863
+0.9% +$208K 0.14% 119
2021
Q4 		$24.5M Buy
434,330
+10,472
+2% +$592K 0.15% 100
2021
Q3 		$24.1M Buy
423,858
+25,927
+7% +$1.49M 0.17% 102
2021
Q2 		$22.7M Buy
397,931
+36,248
+10% +$2.05M 0.17% 99
2021
Q1 		$20.3M Buy
361,683
+354,078
+4,656% +$20.1M 0.18% 95
2020
Q4 		$439K Sell
7,605
-255
-3% -$14.8K 0.01% 915
2020
Q3 		$449K Buy
+7,860
New +$456K 0.01% 811
2020
Q2 		– Sell
-6,071
Closed -$322K – 1073
2020
Q1 		$322K Buy
+6,071
New +$331K 0.01% 781

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Mercer Global Advisors's GTO Position: Q1 2026 in Review

Mercer Global Advisors sold out of Invesco Total Return Bond ETF (GTO) in Q1 2026, closing a stake of 6,636 shares — an estimated $315K sold.

Mercer Global Advisors first reported a position in GTO in Q1 2020 and held it in 23 quarters. The position peaked at $24.5M in Q4 2021. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

  • Mercer Global Advisors reported no remaining Invesco Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 6,636 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $315K.
  • Mercer Global Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2020 and held it in 23 quarters.
  • Mercer Global Advisors's Invesco Total Return Bond ETF position peaked at $24.5M in Q4 2021.
  • 200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.