P
GTO icon

&Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

&Partners’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 		$3.84M Buy
82,024
+68,994
+530% +$3.24M 0.02% 699
2026
Q1 		$610K Buy
13,030
+2,538
+24% +$120K ﹤0.01% 1588
2025
Q4 		$498K Sell
10,492
-1,751
-14% -$83.3K ﹤0.01% 1609
2025
Q3 		$582K Sell
12,243
-957
-7% -$45K ﹤0.01% 1368
2025
Q2 		$619K Sell
13,200
-24,495
-65% -$1.13M ﹤0.01% 1244
2025
Q1 		$1.76M Buy
37,695
+15,211
+68% +$710K 0.02% 591
2024
Q4 		$1.04M Sell
22,484
-18,625
-45% -$878K 0.01% 753
2024
Q3 		$1.99M Buy
41,109
+601
+1% +$28.6K 0.04% 368
2024
Q2 		$1.88M Buy
+40,508
New +$1.87M 0.08% 218

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
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
BC
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

&Partners's GTO Position: Q2 2026 in Review

&Partners increased its Invesco Total Return Bond ETF (GTO) stake by 530% in Q2 2026, buying an estimated $3.24M and bringing the position to 82,024 shares worth $3.84M. The position accounts for 0.02% of the portfolio, ranked #699.

&Partners first reported a position in GTO in Q2 2024 and has held it in 9 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • &Partners held 82,024 shares of Invesco Total Return Bond ETF worth $3.84M as of Q2 2026.
  • &Partners bought 68,994 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $3.24M.
  • Invesco Total Return Bond ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #699 holding.
  • &Partners first reported a position in Invesco Total Return Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.