MSH Capital Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

MSH Capital 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	$380K	Sell	8,116 -3,473	-30%	-$163K	0.07%	234
2026 Q1	$543K	Sell	11,589 -4,845	-29%	-$230K	0.11%	168
2025 Q4	$779K	Buy	16,434 +451	+3%	+$21.5K	0.17%	140
2025 Q3	$759K	Sell	15,983 -5,586	-26%	-$263K	0.2%	122
2025 Q2	$1.01M	Buy	21,569 +108	+0.5%	+$5K	0.29%	95
2025 Q1	$1.01M	Sell	21,461 -9,811	-31%	-$458K	0.31%	88
2024 Q4	$1.45M	Sell	31,272 -20,370	-39%	-$960K	0.46%	66
2024 Q3	$2.49M	Buy	51,642 +3,702	+8%	+$176K	0.76%	36
2024 Q2	$2.22M	Buy	47,940 +8,030	+20%	+$371K	0.74%	38
2024 Q1	$1.87M	Buy	+39,910	New	+$1.86M	0.66%	49

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

MSH Capital Advisors's GTO Position: Q2 2026 in Review

MSH Capital Advisors reduced its Invesco Total Return Bond ETF (GTO) stake by 30% in Q2 2026, selling an estimated $163K and leaving 8,116 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #234.

MSH Capital Advisors first reported a position in GTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.49M in Q3 2024. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

MSH Capital Advisors held 8,116 shares of Invesco Total Return Bond ETF worth $380K as of Q2 2026.
MSH Capital Advisors sold 3,473 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $163K.
Invesco Total Return Bond ETF made up 0.07% of MSH Capital Advisors's portfolio in Q2 2026, its #234 holding.
MSH Capital Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
MSH Capital Advisors's Invesco Total Return Bond ETF position peaked at $2.49M in Q3 2024.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.