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Proactive Wealth Strategies’s Invesco Total Return Bond ETF GTO Stock Holding History

Proactive Wealth Strategies’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 		$206K Buy
4,391
+48
+1% +$2.25K 0.03% 216
2026
Q1 		$203K Buy
+4,343
New +$206K 0.04% 201

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return

Proactive Wealth Strategies's GTO Position: Q2 2026 in Review

Proactive Wealth Strategies increased its Invesco Total Return Bond ETF (GTO) stake by 1.1% in Q2 2026, buying an estimated $2.25K and bringing the position to 4,391 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #216.

Proactive Wealth Strategies first reported a position in GTO in Q1 2026 and has held it in 2 quarters since. 134 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Proactive Wealth Strategies held 4,391 shares of Invesco Total Return Bond ETF worth $206K as of Q2 2026.
  • Proactive Wealth Strategies bought 48 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $2.25K.
  • Invesco Total Return Bond ETF made up 0.03% of Proactive Wealth Strategies's portfolio in Q2 2026, its #216 holding.
  • Proactive Wealth Strategies first reported a position in Invesco Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 134 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.