Wealth Enhancement Advisory Services
GTO icon

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
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

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return