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

Simplicity Wealth’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	$4.21M	Buy	89,891 +44,081	+96%	+$2.07M	0.14%	151
2026 Q1	$2.15M	Sell	45,810 -4,558	-9%	-$216K	0.12%	171
2025 Q4	$2.39M	Buy	50,368 +18,415	+58%	+$876K	0.14%	157
2025 Q3	$1.52M	Sell	31,953 -46,719	-59%	-$2.2M	0.09%	223
2025 Q2	$3.69M	Sell	78,672 -87,884	-53%	-$4.07M	0.15%	139
2025 Q1	$7.82M	Buy	+166,556	New	+$7.78M	0.61%	32
2024 Q4	–	Sell	-151,550	Closed	-$7.32M	–	418
2024 Q3	$7.32M	Buy	151,550 +64,882	+75%	+$3.09M	0.68%	32
2024 Q2	$4.02M	Buy	86,668 +63,152	+269%	+$2.92M	0.09%	221
2024 Q1	$1.1M	Buy	+23,516	New	+$1.1M	0.03%	488

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

Simplicity Wealth's GTO Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco Total Return Bond ETF (GTO) stake by 96% in Q2 2026, buying an estimated $2.07M and bringing the position to 89,891 shares worth $4.21M. The position accounts for 0.14% of the portfolio, ranked #151.

Simplicity Wealth first reported a position in GTO in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.82M in Q1 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Simplicity Wealth held 89,891 shares of Invesco Total Return Bond ETF worth $4.21M as of Q2 2026.
Simplicity Wealth bought 44,081 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $2.07M.
Invesco Total Return Bond ETF made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #151 holding.
Simplicity Wealth first reported a position in Invesco Total Return Bond ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's Invesco Total Return Bond ETF position peaked at $7.82M in Q1 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.