Regal Investment Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Regal Investment Advisors’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	$8M	Buy	170,782 +6,809	+4%	+$323K	0.46%	55
2025 Q4	$7.78M	Buy	163,973 +5,815	+4%	+$277K	0.46%	53
2025 Q3	$7.51M	Buy	158,158 +3,545	+2%	+$167K	0.49%	52
2025 Q2	$7.25M	Buy	154,613 +4,182	+3%	+$194K	0.54%	47
2025 Q1	$7.06M	Buy	150,431 +2,906	+2%	+$136K	0.57%	43
2024 Q4	$6.85M	Buy	147,525 +7,608	+5%	+$359K	0.51%	50
2024 Q3	$6.76M	Buy	139,917 +6,723	+5%	+$320K	0.47%	52
2024 Q2	$6.17M	Buy	133,194 +10,577	+9%	+$489K	0.41%	66
2024 Q1	$5.74M	Buy	+122,617	New	+$5.73M	0.39%	70

Other funds holding GTO

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return