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Vise Technologies’s Invesco Total Return Bond ETF GTO Stock Holding History

Vise Technologies’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 		– Sell
-6,529
Closed -$310K – 1894
2026
Q1 		$310K Hold
6,529
– – 0.01% 1121
2025
Q4 		$310K Sell
6,529
-392
-6% -$18.7K 0.01% 1127
2025
Q3 		$329K Sell
6,921
-13,775
-67% -$648K 0.01% 844
2025
Q2 		$970K Buy
+20,696
New +$959K 0.04% 436
2024
Q4 		$695K Buy
+14,968
New +$706K 0.06% 340

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

Vise Technologies's GTO Position: Q2 2026 in Review

Vise Technologies sold out of Invesco Total Return Bond ETF (GTO) in Q2 2026, closing a stake of 6,529 shares — an estimated $310K sold.

Vise Technologies first reported a position in GTO in Q4 2024 and held it in 5 quarters. The position peaked at $970K in Q2 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Vise Technologies reported no remaining Invesco Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 6,529 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $310K.
  • Vise Technologies first reported a position in Invesco Total Return Bond ETF in Q4 2024 and held it in 5 quarters.
  • Vise Technologies's Invesco Total Return Bond ETF position peaked at $970K in Q2 2025.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.