TCFP
GTO icon

Treasure Coast Financial Planning’s Invesco Total Return Bond ETF GTO Stock Holding History

Treasure Coast Financial Planning’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 		$1.4M Sell
29,813
-2,381
-7% -$112K 0.68% 22
2026
Q1 		$1.51M Sell
32,194
-1,183
-4% -$56.1K 0.78% 23
2025
Q4 		$1.58M Sell
33,377
-114
-0.3% -$5.43K 0.84% 22
2025
Q3 		$1.59M Sell
33,491
-604
-2% -$28.4K 0.89% 21
2025
Q2 		$1.6M Sell
34,095
-690
-2% -$32K 0.93% 19
2025
Q1 		$1.63M Sell
34,785
-1,600
-4% -$74.7K 1.01% 19
2024
Q4 		$1.69M Buy
36,385
+17,293
+91% +$815K 1.11% 19
2024
Q3 		$922K Sell
19,092
-2,113
-10% -$101K 0.57% 22
2024
Q2 		$983K Sell
21,205
-668
-3% -$30.9K 0.65% 21
2024
Q1 		$1.02M Sell
21,873
-2,639
-11% -$123K 0.67% 21
2023
Q4 		$1.16M Buy
24,512
+4,542
+23% +$205K 0.81% 20
2023
Q3 		$891K Buy
19,970
+6
+0% +$275 0.62% 22
2023
Q2 		$928K Sell
19,964
-4,922
-20% -$230K 0.63% 23
2023
Q1 		$1.17M Sell
24,886
-4,980
-17% -$236K 0.82% 22
2022
Q4 		$1.39M Buy
29,866
+21,343
+250% +$981K 1.04% 19
2022
Q3 		$389K Sell
8,523
-1,137
-12% -$54.8K 0.31% 23
2022
Q2 		$465K Sell
9,660
-152,166
-94% -$7.58M 0.36% 22
2022
Q1 		$8.49M Sell
161,826
-12,532
-7% -$676K 6.51% 5
2021
Q4 		$9.83M Buy
+174,358
New +$9.85M 7.6% 6

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

Treasure Coast Financial Planning's GTO Position: Q2 2026 in Review

Treasure Coast Financial Planning reduced its Invesco Total Return Bond ETF (GTO) stake by 7.4% in Q2 2026, selling an estimated $112K and leaving 29,813 shares worth $1.4M. The position accounts for 0.68% of the portfolio, ranked #22.

Treasure Coast Financial Planning first reported a position in GTO in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.83M in Q4 2021. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Treasure Coast Financial Planning held 29,813 shares of Invesco Total Return Bond ETF worth $1.4M as of Q2 2026.
  • Treasure Coast Financial Planning sold 2,381 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $112K.
  • Invesco Total Return Bond ETF made up 0.68% of Treasure Coast Financial Planning's portfolio in Q2 2026, its #22 holding.
  • Treasure Coast Financial Planning first reported a position in Invesco Total Return Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Treasure Coast Financial Planning's Invesco Total Return Bond ETF position peaked at $9.83M in Q4 2021.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.