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

Pacific 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	$1.2M	Buy	+25,559	New	+$1.2M	0.57%	40

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

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

Pacific Financial Group opened a new position in Invesco Total Return Bond ETF (GTO) in Q2 2026: 25,559 shares worth $1.2M. The stake represents 0.57% of the portfolio and ranks #40 among its holdings.

205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Pacific Financial Group held 25,559 shares of Invesco Total Return Bond ETF worth $1.2M as of Q2 2026.
Invesco Total Return Bond ETF was a new Pacific Financial Group position in Q2 2026.
Invesco Total Return Bond ETF made up 0.57% of Pacific Financial Group's portfolio in Q2 2026, its #40 holding.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.