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 Q3	$6.25M	Buy	140,122 +5,796	+4%	+$267K	1.78%	17
2026 Q2	$6.3M	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

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Northwest Financial Advisors Herndon, Virginia $743M AUM 7.66% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

USAdvisors Wealth Management's GTO Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Invesco Total Return Bond ETF (GTO) stake by 4.3% in Q3 2026, buying an estimated $267K and bringing the position to 140,122 shares worth $6.25M. The position accounts for 1.78% of the portfolio, ranked #17.

USAdvisors Wealth Management first reported a position in GTO in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.3M in Q2 2026. 76 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

USAdvisors Wealth Management held 140,122 shares of Invesco Total Return Bond ETF worth $6.25M as of Q3 2026.
USAdvisors Wealth Management bought 5,796 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $267K.
Invesco Total Return Bond ETF made up 1.78% of USAdvisors Wealth Management's portfolio in Q3 2026, its #17 holding.
USAdvisors Wealth Management first reported a position in Invesco Total Return Bond ETF in Q3 2022 and has held it in 15 quarters since.
USAdvisors Wealth Management's Invesco Total Return Bond ETF position peaked at $6.3M in Q2 2026.
76 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.