Steward Partners Investment Advisory’s Invesco Total Return Bond ETF GTO Stock Holding History

Steward Partners Investment Advisory’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	$4.92K	Sell	105 -21	-17%	-$985	﹤0.01%	3981
2026 Q1	$5.9K	Sell	126 -5	-4%	-$237	﹤0.01%	3744
2025 Q4	$6.21K	Sell	131 -37	-22%	-$1.76K	﹤0.01%	3620
2025 Q3	$7.98K	Hold	168	–	–	﹤0.01%	3496
2025 Q2	$7.88K	Hold	168	–	–	﹤0.01%	3315
2025 Q1	$7.88K	Sell	168 -16	-9%	-$747	﹤0.01%	3200
2024 Q4	$8.54K	Sell	184 -5	-3%	-$236	﹤0.01%	3167
2024 Q3	$9.13K	Hold	189	–	–	﹤0.01%	2980
2024 Q2	$8.76K	Sell	189 -14	-7%	-$647	﹤0.01%	2862
2024 Q1	$9.5K	Hold	203	–	–	﹤0.01%	2826
2023 Q4	$9.59K	Buy	+203	New	+$9.17K	﹤0.01%	2731

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 22.9% 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 $914M AUM 11.18% 1-Year Est. Return

Steward Partners Investment Advisory's GTO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Total Return Bond ETF (GTO) stake by 17% in Q2 2026, selling an estimated $985 and leaving 105 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #3981.

Steward Partners Investment Advisory first reported a position in GTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.59K in Q4 2023. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Steward Partners Investment Advisory held 105 shares of Invesco Total Return Bond ETF worth $4.92K as of Q2 2026.
Steward Partners Investment Advisory sold 21 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $985.
Invesco Total Return Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3981 holding.
Steward Partners Investment Advisory first reported a position in Invesco Total Return Bond ETF in Q4 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Invesco Total Return Bond ETF position peaked at $9.59K in Q4 2023.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.