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 Q2	$8.51M	Buy	181,605 +10,823	+6%	+$508K	0.44%	52
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	0.4%	66
2024 Q1	$5.74M	Buy	+122,617	New	+$5.73M	0.39%	70

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

Regal Investment Advisors's GTO Position: Q2 2026 in Review

Regal Investment Advisors increased its Invesco Total Return Bond ETF (GTO) stake by 6.3% in Q2 2026, buying an estimated $508K and bringing the position to 181,605 shares worth $8.51M. The position accounts for 0.44% of the portfolio, ranked #52.

Regal Investment Advisors first reported a position in GTO in Q1 2024 and has held it in 10 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Regal Investment Advisors held 181,605 shares of Invesco Total Return Bond ETF worth $8.51M as of Q2 2026.
Regal Investment Advisors bought 10,823 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $508K.
Invesco Total Return Bond ETF made up 0.44% of Regal Investment Advisors's portfolio in Q2 2026, its #52 holding.
Regal Investment Advisors first reported a position in Invesco Total Return Bond ETF in Q1 2024 and has held it in 10 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.