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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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return