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Retirement Planning Group (Kansas)’s Invesco Total Return Bond ETF GTO Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.29M Sell
27,573
-3,964
-13% -$186K 0.03% 204
2026
Q1 		$1.48M Hold
31,537
– – 0.05% 169
2025
Q4 		$1.5M Sell
31,537
-234
-0.7% -$11.1K 0.05% 148
2025
Q3 		$1.51M Sell
31,771
-1,252
-4% -$58.9K 0.05% 140
2025
Q2 		$1.55M Sell
33,023
-1,584
-5% -$73.4K 0.07% 104
2025
Q1 		$1.62M Sell
34,607
-1,559
-4% -$72.8K 0.08% 97
2024
Q4 		$1.68M Sell
36,166
-1,664
-4% -$78.4K 0.08% 92
2024
Q3 		$1.83M Sell
37,830
-3,401
-8% -$162K 0.1% 90
2024
Q2 		$1.91M Sell
41,231
-198,902
-83% -$9.2M 0.12% 73
2024
Q1 		$11.2M Buy
240,133
+21,730
+10% +$1.02M 0.86% 18
2023
Q4 		$10.3M Buy
218,403
+149,591
+217% +$6.76M 0.92% 16
2023
Q3 		$3.07M Sell
68,812
-986
-1% -$45.2K 0.33% 31
2023
Q2 		$3.24M Sell
69,798
-41,845
-37% -$1.96M 0.32% 30
2023
Q1 		$5.27M Sell
111,643
-56,886
-34% -$2.7M 0.56% 18
2022
Q4 		$7.83M Buy
168,529
+47,329
+39% +$2.18M 0.89% 15
2022
Q3 		$5.53M Buy
121,200
+99,039
+447% +$4.77M 0.7% 18
2022
Q2 		$1.07M Buy
+22,161
New +$1.1M 0.13% 47

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

Retirement Planning Group (Kansas)'s GTO Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its Invesco Total Return Bond ETF (GTO) stake by 13% in Q2 2026, selling an estimated $186K and leaving 27,573 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #204.

Retirement Planning Group (Kansas) first reported a position in GTO in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.2M in Q1 2024. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Retirement Planning Group (Kansas) held 27,573 shares of Invesco Total Return Bond ETF worth $1.29M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 3,964 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $186K.
  • Invesco Total Return Bond ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #204 holding.
  • Retirement Planning Group (Kansas) first reported a position in Invesco Total Return Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • Retirement Planning Group (Kansas)'s Invesco Total Return Bond ETF position peaked at $11.2M in Q1 2024.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.