JTBR
GTO icon

James T. Borello RIA’s Invesco Total Return Bond ETF GTO Stock Holding History

James T. Borello RIA’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 		$11K Hold
246
– – ﹤0.01% 581
2026
Q2 		$11.5K Hold
246
– – ﹤0.01% 554
2026
Q1 		$11.5K Buy
+246
New +$11.7K ﹤0.01% 526

Other funds holding GTO

RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Focus Financial Network
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

James T. Borello RIA's GTO Position: Q3 2026 in Review

James T. Borello RIA held its Invesco Total Return Bond ETF (GTO) position steady in Q3 2026 at 246 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

James T. Borello RIA first reported a position in GTO in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.5K in Q2 2026. 28 funds tracked by Wall St. Rank hold GTO as of Q3 2026.

  • James T. Borello RIA held 246 shares of Invesco Total Return Bond ETF worth $11K as of Q3 2026.
  • James T. Borello RIA left its Invesco Total Return Bond ETF share count unchanged in Q3 2026.
  • Invesco Total Return Bond ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #581 holding.
  • James T. Borello RIA first reported a position in Invesco Total Return Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Invesco Total Return Bond ETF position peaked at $11.5K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held Invesco Total Return Bond ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.