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

Opes 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
2025
Q2 		– Sell
-5,868
Closed -$275K – 147
2025
Q1 		$275K Buy
+5,868
New +$274K 0.06% 128

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Opes Wealth Management's GTO Position: Q2 2025 in Review

Opes Wealth Management sold out of Invesco Total Return Bond ETF (GTO) in Q2 2025, closing a stake of 5,868 shares — an estimated $275K sold.

Opes Wealth Management first reported a position in GTO in Q1 2025 and held it in 1 quarter. The position peaked at $275K in Q1 2025. 197 funds tracked by Wall St. Rank hold GTO as of Q2 2025.

  • Opes Wealth Management reported no remaining Invesco Total Return Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Opes Wealth Management sold 5,868 Invesco Total Return Bond ETF shares in Q2 2025, an estimated $275K.
  • Opes Wealth Management first reported a position in Invesco Total Return Bond ETF in Q1 2025 and held it in 1 quarter.
  • Opes Wealth Management's Invesco Total Return Bond ETF position peaked at $275K in Q1 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2025.

Based on Opes Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.