S4W
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Solutions 4 Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Solutions 4 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
2025
Q4 		– Sell
-6,560
Closed -$312K – 58
2025
Q3 		$312K Hold
6,560
– – 0.48% 43
2025
Q2 		$308K Buy
+6,560
New +$304K 0.51% 42

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Solutions 4 Wealth's GTO Position: Q4 2025 in Review

Solutions 4 Wealth sold out of Invesco Total Return Bond ETF (GTO) in Q4 2025, closing a stake of 6,560 shares — an estimated $312K sold.

Solutions 4 Wealth first reported a position in GTO in Q2 2025 and held it in 2 quarters. The position peaked at $312K in Q3 2025. 206 funds tracked by Wall St. Rank hold GTO as of Q4 2025.

  • Solutions 4 Wealth reported no remaining Invesco Total Return Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Solutions 4 Wealth sold 6,560 Invesco Total Return Bond ETF shares in Q4 2025, an estimated $312K.
  • Solutions 4 Wealth first reported a position in Invesco Total Return Bond ETF in Q2 2025 and held it in 2 quarters.
  • Solutions 4 Wealth's Invesco Total Return Bond ETF position peaked at $312K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q4 2025.

Based on Solutions 4 Wealth's 13F filing for Q4 2025, filed 9 Feb 2026.