Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Northwestern Mutual Wealth Management’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 		$644K Buy
13,748
+11,309
+464% +$536K ﹤0.01% 1480
2025
Q4 		$116K Buy
2,439
+607
+33% +$28.9K ﹤0.01% 2080
2025
Q3 		$87K Buy
1,832
+1,707
+1,366% +$80.3K ﹤0.01% 2102
2025
Q2 		$5.86K Sell
125
-979
-89% -$45.4K ﹤0.01% 2961
2025
Q1 		$51.8K Buy
1,104
+920
+500% +$43K ﹤0.01% 2165
2024
Q4 		$8.54K Buy
+184
New +$8.67K ﹤0.01% 2799
2024
Q3 		– Sell
-137
Closed -$6.35K – 3701
2024
Q2 		$6.35K Buy
+137
New +$6.33K ﹤0.01% 2795
2024
Q1 		– Sell
-117
Closed -$5.53K – 3655
2023
Q4 		$5.53K Buy
117
+55
+89% +$2.48K ﹤0.01% 2838
2023
Q3 		$2.77K Buy
+62
New +$2.84K ﹤0.01% 2900
2023
Q1 		– Sell
-4
Closed -$185 – 3462
2022
Q4 		$185 Buy
+4
New +$184 ﹤0.01% 3190

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