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Principal Securities’s Invesco Total Return Bond ETF GTO Stock Holding History

Principal Securities’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 		$673K Buy
14,379
+880
+7% +$41.7K 0.01% 866
2025
Q4 		$640K Buy
13,499
+50
+0.4% +$2.38K 0.01% 845
2025
Q3 		$639K Sell
13,449
-186
-1% -$8.75K 0.01% 815
2025
Q2 		$639K Buy
13,635
+1,566
+13% +$72.6K 0.01% 761
2025
Q1 		$560K Hold
12,069
– – 0.01% 732
2024
Q4 		$560K Sell
12,069
-76
-0.6% -$3.58K 0.01% 729
2024
Q3 		$587K Buy
12,145
+9,718
+400% +$463K 0.01% 704
2024
Q2 		$113K Sell
2,427
-134
-5% -$6.2K ﹤0.01% 1278
2024
Q1 		$120K Sell
2,561
-3,554
-58% -$166K ﹤0.01% 1205
2023
Q4 		$289K Buy
+6,115
New +$276K 0.01% 799

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