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

Vista Cima 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	$834K	Buy	17,785 +817	+5%	+$38.3K	0.62%	33
2026 Q1	$795K	Sell	16,968 -1,367	-7%	-$64.8K	0.79%	30
2025 Q4	$869K	Buy	18,335 +15	+0.1%	+$714	0.72%	28
2025 Q3	$870K	Buy	18,320 +318	+2%	+$15K	0.73%	29
2025 Q2	$844K	Buy	18,002 +8	+0%	+$371	0.79%	28
2025 Q1	$844K	Buy	17,994 +1,301	+8%	+$60.8K	0.91%	27
2024 Q4	$775K	Buy	+16,693	New	+$787K	0.81%	27

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

Vista Cima Wealth Management's GTO Position: Q2 2026 in Review

Vista Cima Wealth Management increased its Invesco Total Return Bond ETF (GTO) stake by 4.8% in Q2 2026, buying an estimated $38.3K and bringing the position to 17,785 shares worth $834K. The position accounts for 0.62% of the portfolio, ranked #33.

Vista Cima Wealth Management first reported a position in GTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $870K in Q3 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

Vista Cima Wealth Management held 17,785 shares of Invesco Total Return Bond ETF worth $834K as of Q2 2026.
Vista Cima Wealth Management bought 817 Invesco Total Return Bond ETF shares in Q2 2026, an estimated $38.3K.
Invesco Total Return Bond ETF made up 0.62% of Vista Cima Wealth Management's portfolio in Q2 2026, its #33 holding.
Vista Cima Wealth Management first reported a position in Invesco Total Return Bond ETF in Q4 2024 and has held it in 7 quarters since.
Vista Cima Wealth Management's Invesco Total Return Bond ETF position peaked at $870K in Q3 2025.
205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.