MFG
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Merit Financial Group’s Invesco Total Return Bond ETF GTO Stock Holding History

Merit Financial Group’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 		$322K Sell
6,877
-5,521
-45% -$262K ﹤0.01% 1613
2025
Q4 		$588K Sell
12,398
-3,297
-21% -$157K ﹤0.01% 1201
2025
Q3 		$746K Sell
15,695
-10,319
-40% -$485K 0.01% 987
2025
Q2 		$1.22M Sell
26,014
-17,608
-40% -$816K 0.01% 698
2025
Q1 		$2.05M Sell
43,622
-114,591
-72% -$5.35M 0.03% 415
2024
Q4 		$7.34M Buy
158,213
+1,452
+0.9% +$68.4K 0.13% 141
2024
Q3 		$7.57M Sell
156,761
-1,818
-1% -$86.7K 0.17% 110
2024
Q2 		$7.35M Buy
158,579
+4,848
+3% +$224K 0.16% 103
2024
Q1 		$7.09M Buy
153,731
+17,976
+13% +$840K 0.17% 103
2023
Q4 		$6.41M Buy
+135,755
New +$6.13M 0.2% 78

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $653B AUM 32.41% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return