WIP
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WealthCare Investment Partners’s Invesco Total Return Bond ETF GTO Stock Holding History

WealthCare Investment Partners’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 		– Sell
-5,662
Closed -$268K – 193
2025
Q4 		$268K Buy
5,662
+68
+1% +$3.24K 0.08% 157
2025
Q3 		$266K Buy
5,594
+70
+1% +$3.29K 0.09% 150
2025
Q2 		$258K Buy
5,524
+62
+1% +$2.87K 0.09% 136
2025
Q1 		$250K Buy
5,462
+67
+1% +$3.13K 0.11% 127
2024
Q4 		$251K Buy
5,395
+217
+4% +$10.2K 0.11% 124
2024
Q3 		$247K Buy
5,178
+222
+4% +$10.6K 0.11% 121
2024
Q2 		$230K Buy
+4,956
New +$229K 0.11% 125
2022
Q1 		– Sell
-3,865
Closed -$218K – 108
2021
Q4 		$218K Buy
+3,865
New +$218K 0.21% 97

Other funds holding GTO

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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