Total Clarity Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History

Total Clarity Wealth Management’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	$6.62M	Buy	141,260 +51,495	+57%	+$2.42M	1.29%	12
2026 Q1	$4.2M	Sell	89,765 -5,936	-6%	-$282K	0.99%	27
2025 Q4	$4.54M	Sell	95,701 -23,084	-19%	-$1.1M	1.1%	23
2025 Q3	$5.64M	Buy	118,785 +8,597	+8%	+$404K	1.5%	13
2025 Q2	$5.17M	Buy	110,188 +36,426	+49%	+$1.69M	1.48%	15
2025 Q1	$3.42M	Sell	73,762 -837	-1%	-$39.1K	1.12%	19
2024 Q4	$3.46M	Buy	+74,599	New	+$3.52M	1.13%	19

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 22.96% 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 $917M AUM 19.69% 1-Year Est. Return

Total Clarity Wealth Management's GTO Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Invesco Total Return Bond ETF (GTO) stake by 57% in Q2 2026, buying an estimated $2.42M and bringing the position to 141,260 shares worth $6.62M. The position accounts for 1.29% of the portfolio, ranked #12.

Total Clarity Wealth Management first reported a position in GTO in Q4 2024 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Total Clarity Wealth Management held 141,260 shares of Invesco Total Return Bond ETF worth $6.62M as of Q2 2026.
Total Clarity Wealth Management bought 51,495 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $2.42M.
Invesco Total Return Bond ETF made up 1.29% of Total Clarity Wealth Management's portfolio in Q2 2026, its #12 holding.
Total Clarity Wealth Management first reported a position in Invesco Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.