SageView Advisory Group’s Invesco Total Return Bond ETF GTO Stock Holding History

SageView Advisory Group’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	–	Sell	-1,714	Closed	-$81.3K	–	1338
2025 Q4	$81.3K	Buy	+1,714	New	+$81.6K	﹤0.01%	896
2023 Q1	–	Sell	-4,411	Closed	-$205K	–	468
2022 Q4	$205K	Buy	+4,411	New	+$203K	0.02%	395

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

SageView Advisory Group's GTO Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Total Return Bond ETF (GTO) in Q1 2026, closing a stake of 1,714 shares — an estimated $81.3K sold.

SageView Advisory Group first reported a position in GTO in Q4 2022 and held it in 2 quarters. The position peaked at $205K in Q4 2022. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

SageView Advisory Group reported no remaining Invesco Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,714 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $81.3K.
SageView Advisory Group first reported a position in Invesco Total Return Bond ETF in Q4 2022 and held it in 2 quarters.
SageView Advisory Group's Invesco Total Return Bond ETF position peaked at $205K in Q4 2022.
200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.