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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

WealthCare Investment Partners's GTO Position: Q1 2026 in Review

WealthCare Investment Partners sold out of Invesco Total Return Bond ETF (GTO) in Q1 2026, closing a stake of 5,662 shares — an estimated $268K sold.

WealthCare Investment Partners first reported a position in GTO in Q4 2021 and held it in 8 quarters. The position peaked at $268K in Q4 2025. 200 funds tracked by Wall St. Rank hold GTO as of Q1 2026.

WealthCare Investment Partners reported no remaining Invesco Total Return Bond ETF position as of Q1 2026 after selling out during the quarter.
WealthCare Investment Partners sold 5,662 Invesco Total Return Bond ETF shares in Q1 2026, an estimated $268K.
WealthCare Investment Partners first reported a position in Invesco Total Return Bond ETF in Q4 2021 and held it in 8 quarters.
WealthCare Investment Partners's Invesco Total Return Bond ETF position peaked at $268K in Q4 2025.
200 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.