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

Strategic Wealth Partners’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 		$1.97K Hold
42
– – ﹤0.01% 1203
2026
Q1 		$1.97K Sell
42
-142
-77% -$6.74K ﹤0.01% 1164
2025
Q4 		$8.72K Hold
184
– – ﹤0.01% 925
2025
Q3 		$8.74K Buy
184
+142
+338% +$6.68K ﹤0.01% 919
2025
Q2 		$1.97K Buy
+42
New +$1.95K ﹤0.01% 1007

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Strategic Wealth Partners's GTO Position: Q2 2026 in Review

Strategic Wealth Partners held its Invesco Total Return Bond ETF (GTO) position steady in Q2 2026 at 42 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Strategic Wealth Partners first reported a position in GTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.74K in Q3 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Strategic Wealth Partners held 42 shares of Invesco Total Return Bond ETF worth $1.97K as of Q2 2026.
  • Strategic Wealth Partners left its Invesco Total Return Bond ETF share count unchanged in Q2 2026.
  • Invesco Total Return Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1203 holding.
  • Strategic Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Invesco Total Return Bond ETF position peaked at $8.74K in Q3 2025.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.