OneDigital Investment Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

OneDigital Investment 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	$645K	Buy	13,771 +5,337	+63%	+$250K	0.01%	931
2026 Q1	$395K	Sell	8,434 -2,508	-23%	-$119K	﹤0.01%	1050
2025 Q4	$519K	Sell	10,942 -30	-0.3%	-$1.43K	0.01%	928
2025 Q3	$521K	Buy	10,972 +91	+0.8%	+$4.28K	0.01%	912
2025 Q2	$510K	Hold	10,881	–	–	0.01%	889
2025 Q1	$511K	Buy	10,881 +1,203	+12%	+$56.2K	0.01%	847
2024 Q4	$449K	Sell	9,678 -12,294	-56%	-$579K	0.01%	932
2024 Q3	$1.06M	Sell	21,972 -2	-0%	-$95	0.01%	634
2024 Q2	$1.02M	Buy	21,974 +16,085	+273%	+$744K	0.01%	612
2024 Q1	$276K	Buy	+5,889	New	+$275K	﹤0.01%	938

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

OneDigital Investment Advisors's GTO Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 63% in Q2 2026, buying an estimated $250K and bringing the position to 13,771 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #931.

OneDigital Investment Advisors first reported a position in GTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2024. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

OneDigital Investment Advisors held 13,771 shares of Invesco Total Return Bond ETF worth $645K as of Q2 2026.
OneDigital Investment Advisors bought 5,337 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $250K.
Invesco Total Return Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #931 holding.
OneDigital Investment Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
OneDigital Investment Advisors's Invesco Total Return Bond ETF position peaked at $1.06M in Q3 2024.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.