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

USAdvisors 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 		$6.29M Buy
134,326
+4,130
+3% +$194K 1.8% 16
2026
Q1 		$6.08M Buy
130,196
+6,810
+6% +$323K 2.02% 14
2025
Q4 		$5.85M Buy
123,386
+14,572
+13% +$694K 1.93% 14
2025
Q3 		$5.17M Buy
108,814
+8,923
+9% +$420K 1.78% 15
2025
Q2 		$4.68M Buy
99,891
+12,851
+15% +$595K 1.74% 17
2025
Q1 		$4.08M Sell
87,040
-1,203
-1% -$56.2K 1.42% 22
2024
Q4 		$4.09M Buy
88,243
+17,828
+25% +$840K 1.33% 26
2024
Q3 		$3.41M Buy
70,415
+6,729
+11% +$321K 1.19% 28
2024
Q2 		$2.95M Buy
63,686
+4,682
+8% +$216K 1.04% 30
2024
Q1 		$2.76M Buy
59,004
+4,671
+9% +$218K 1.04% 33
2023
Q4 		$2.57M Buy
+54,333
New +$2.46M 1.07% 32
2023
Q2 		– Sell
-6,255
Closed -$295K – 109
2023
Q1 		$295K Buy
6,255
+950
+18% +$45.1K 0.14% 96
2022
Q4 		$247K Sell
5,305
-715
-12% -$32.9K 0.12% 99
2022
Q3 		$275K Buy
+6,020
New +$290K 0.14% 100

Other funds holding GTO

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

USAdvisors Wealth Management's GTO Position: Q2 2026 in Review

USAdvisors Wealth Management increased its Invesco Total Return Bond ETF (GTO) stake by 3.2% in Q2 2026, buying an estimated $194K and bringing the position to 134,326 shares worth $6.29M. The position accounts for 1.8% of the portfolio, ranked #16.

USAdvisors Wealth Management first reported a position in GTO in Q3 2022 and has held it in 14 quarters since. 78 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • USAdvisors Wealth Management held 134,326 shares of Invesco Total Return Bond ETF worth $6.29M as of Q2 2026.
  • USAdvisors Wealth Management bought 4,130 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $194K.
  • Invesco Total Return Bond ETF made up 1.8% of USAdvisors Wealth Management's portfolio in Q2 2026, its #16 holding.
  • USAdvisors Wealth Management first reported a position in Invesco Total Return Bond ETF in Q3 2022 and has held it in 14 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.