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

Nations 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 Q2	$287K	Sell	6,133 -2,353	-28%	-$110K	0.01%	657
2026 Q1	$397K	Buy	8,486 +2,272	+37%	+$108K	0.02%	591
2025 Q4	$295K	Buy	+6,214	New	+$296K	0.02%	633
2022 Q3	–	Sell	-8,504	Closed	-$409K	–	542
2022 Q2	$409K	Sell	8,504 -12,758	-60%	-$635K	0.05%	346
2022 Q1	$1.11M	Buy	21,262 +219	+1%	+$11.8K	0.13%	182
2021 Q4	$1.19M	Sell	21,043 -153	-0.7%	-$8.64K	0.16%	155
2021 Q3	$1.2M	Sell	21,196 -1,833	-8%	-$105K	0.18%	141
2021 Q2	$1.31M	Sell	23,029 -859	-4%	-$48.7K	0.22%	116
2021 Q1	$1.34M	Sell	23,888 -2,374	-9%	-$135K	0.3%	87
2020 Q4	$1.51M	Sell	26,262 -13,169	-33%	-$765K	0.4%	62
2020 Q3	$2.28M	Sell	39,431 -2,284	-5%	-$132K	0.71%	33
2020 Q2	$2.38M	Buy	41,715 +1,895	+5%	+$105K	0.85%	25
2020 Q1	$2.12M	Buy	39,820 +13,014	+49%	+$709K	0.9%	23
2019 Q4	$1.45M	Buy	26,806 +701	+3%	+$38.1K	0.5%	44
2019 Q3	$1.42M	Buy	+26,105	New	+$1.41M	0.51%	41

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

Nations Financial Group's GTO Position: Q2 2026 in Review

Nations Financial Group reduced its Invesco Total Return Bond ETF (GTO) stake by 28% in Q2 2026, selling an estimated $110K and leaving 6,133 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #657.

Nations Financial Group first reported a position in GTO in Q3 2019 and has held it in 15 quarters since. The position peaked at $2.38M in Q2 2020. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Nations Financial Group held 6,133 shares of Invesco Total Return Bond ETF worth $287K as of Q2 2026.
Nations Financial Group sold 2,353 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $110K.
Invesco Total Return Bond ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #657 holding.
Nations Financial Group first reported a position in Invesco Total Return Bond ETF in Q3 2019 and has held it in 15 quarters since.
Nations Financial Group's Invesco Total Return Bond ETF position peaked at $2.38M in Q2 2020.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.