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Wilian Securities’s Invesco Total Return Bond ETF GTO Stock Holding History

Wilian Securities’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
Q2 		$478K Buy
+10,195
New +$478K 0.28% 71
2026
Q1 		– Sell
-123,697
Closed -$5.87M – 73
2025
Q4 		$5.87M Buy
+123,697
New +$5.89M 6.32% 1

Other funds holding GTO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Wilian Securities's GTO Position: Q2 2026 in Review

Wilian Securities opened a new position in Invesco Total Return Bond ETF (GTO) in Q2 2026: 10,195 shares worth $478K. The stake represents 0.28% of the portfolio and ranks #71 among its holdings. This is a return to the name: Wilian Securities previously reported a position in GTO as recently as Q4 2025.

Wilian Securities first reported a position in GTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.87M in Q4 2025. 205 funds tracked by Wall St. Rank hold GTO as of Q2 2026.

  • Wilian Securities held 10,195 shares of Invesco Total Return Bond ETF worth $478K as of Q2 2026.
  • Invesco Total Return Bond ETF was a new Wilian Securities position in Q2 2026.
  • Invesco Total Return Bond ETF made up 0.28% of Wilian Securities's portfolio in Q2 2026, its #71 holding.
  • Wilian Securities first reported a position in Invesco Total Return Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Wilian Securities's Invesco Total Return Bond ETF position peaked at $5.87M in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q2 2026.

Based on Wilian Securities's 13F filing for Q2 2026, filed 13 Jul 2026.