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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
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 $377B 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 $1.02T AUM 30.18% 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 $1.66T 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

Strategic Wealth Partners's GTO Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Invesco Total Return Bond ETF (GTO) stake by 77% in Q1 2026, selling an estimated $6.74K and leaving 42 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Strategic Wealth Partners first reported a position in GTO in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.74K in Q3 2025. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

  • Strategic Wealth Partners held 42 shares of Invesco Total Return Bond ETF worth $1.97K as of Q1 2026.
  • Strategic Wealth Partners sold 142 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $6.74K.
  • Invesco Total Return Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1164 holding.
  • Strategic Wealth Partners first reported a position in Invesco Total Return Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Invesco Total Return Bond ETF position peaked at $8.74K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.