WWA
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WCG Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

WCG Wealth Advisors’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
2025
Q2 		– Sell
-10,422
Closed -$489K – 338
2025
Q1 		$489K Sell
10,422
-392
-4% -$18.3K 0.04% 241
2024
Q4 		$502K Sell
10,814
-85
-0.8% -$4.01K 0.03% 260
2024
Q3 		$526K Sell
10,899
-371
-3% -$17.7K 0.04% 267
2024
Q2 		$522K Buy
+11,270
New +$521K 0.04% 237
2024
Q1 		– Sell
-13,770
Closed -$650K – 283
2023
Q4 		$650K Buy
+13,770
New +$622K 0.05% 230
2022
Q4 		– Sell
-7,730
Closed -$352K – 204
2022
Q3 		$352K Sell
7,730
-180
-2% -$8.67K 0.05% 210
2022
Q2 		$381K Buy
+7,910
New +$394K 0.05% 190

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return