Wealth Enhancement Advisory Services’s Invesco Total Return Bond ETF GTO Stock Holding History

Wealth Enhancement Advisory Services’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	$7.07M	Buy	158,189 +41,596	+36%	+$1.92M	0.01%	891
2026 Q2	$5.43M	Buy	116,593 +10,399	+10%	+$488K	0.01%	958
2026 Q1	$4.99M	Sell	106,194 -73,047	-41%	-$3.46M	0.01%	904
2025 Q4	$8.52M	Sell	179,241 -22,557	-11%	-$1.07M	0.01%	761
2025 Q3	$9.6M	Sell	201,798 -3,491	-2%	-$164K	0.01%	675
2025 Q2	$9.6M	Sell	205,289 -59,945	-23%	-$2.78M	0.02%	645
2025 Q1	$12.4M	Buy	265,234 +89,016	+51%	+$4.16M	0.02%	515
2024 Q4	$8.18M	Buy	176,218 +56,695	+47%	+$2.67M	0.02%	625
2024 Q3	$5.77M	Sell	119,523 -1,312	-1%	-$62.5K	0.01%	683
2024 Q2	$5.6M	Sell	120,835 -50,206	-29%	-$2.32M	0.01%	656
2024 Q1	$8.01M	Sell	171,041 -18,785	-10%	-$878K	0.02%	538
2023 Q4	$8.97M	Buy	189,826 +5,603	+3%	+$253K	0.03%	462
2023 Q3	$8.22M	Buy	184,223 +179,620	+3,902%	+$8.23M	0.03%	456
2023 Q2	$214K	Buy	+4,603	New	+$215K	﹤0.01%	488

Other funds holding GTO

RFA

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

HFS

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

KFP

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Fjell Capital Fargo, North Dakota $178M AUM 21.45% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Wealth Enhancement Advisory Services's GTO Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco Total Return Bond ETF (GTO) stake by 36% in Q3 2026, buying an estimated $1.92M and bringing the position to 158,189 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #891.

Wealth Enhancement Advisory Services first reported a position in GTO in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.4M in Q1 2025. 21 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

Wealth Enhancement Advisory Services held 158,189 shares of Invesco Total Return Bond ETF worth $7.07M as of Q3 2026.
Wealth Enhancement Advisory Services bought 41,596 Invesco Total Return Bond ETF shares in Q3 2026, an estimated $1.92M.
Invesco Total Return Bond ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #891 holding.
Wealth Enhancement Advisory Services first reported a position in Invesco Total Return Bond ETF in Q2 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's Invesco Total Return Bond ETF position peaked at $12.4M in Q1 2025.
21 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.