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Invesco Total Return Bond ET (GTO)

CUSIP: 46090A804 | NYSE | 455 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

RTD Financial Advisors, Inc.909,335
4.4% of portfolio›$40.5M
Howard Financial Services, Ltd.801,013
3.7% of portfolio›$35.7M
Dynamic Advisor Solutions LLC720,144
0.9% of portfolio›$32.1M
Brookstone Capital Management547,471
0.2% of portfolio›$24.4M
Northwest Financial Advisors521,320
3.1% of portfolio›$23.2M
Commonwealth Financial Services, LLC497,423
4.0% of portfolio›$22.2M
American Capital Advisory, LLC438,208
6.7% of portfolio›$19.5M
Tennessee Valley Asset Management Partners356,931
1.7% of portfolio›$15.9M
Verus Capital Partners, LLC343,526
0.8% of portfolio›$15.3M
KMG Fiduciary Partners, LLC340,047
1.5% of portfolio›$15.2M
Simplicity Wealth,LLC332,141
0.4% of portfolio›$14.8M
Rooted Wealth Advisors, Inc.323,263
3.7% of portfolio›$15.2M
Stewardship Advisors, LLC311,853
2.9% of portfolio›$13.9M
Focus Financial Network, Inc.298,313
0.4% of portfolio›$13.3M
Acima Private Wealth, LLC297,666
3.9% of portfolio›$13.3M
Asset Allocation Strategies LLC246,751
1.6% of portfolio›$11.0M
Integrity Wealth Advisors, Inc.230,655
5.3% of portfolio›$10.3M
Ashton Thomas Securities, LLC228,149
1.1% of portfolio›$10.2M
Elevation Point Wealth Partners, LLC184,879
0.1% of portfolio›$8.2M
Beacon Financial Planning, Inc184,418
2.8% of portfolio›$8.2M
BOS Asset Management, LLC174,347
1.8% of portfolio›$7.8M
Wealth Enhancement Advisory Services, LLC158,189
0.0% of portfolio›$7.1M
Curry Webb Wealth Management LLC156,630
3.0% of portfolio›$7.3M
Cooper Financial Group152,767
0.5% of portfolio›$6.8M
Total Clarity Wealth Management, Inc.147,616
1.3% of portfolio›$6.6M
USAdvisors Wealth Management, LLC140,122
0.0% of portfolio›$6.2K
Insight Wealth Partners, LLC110,184
0.6% of portfolio›$4.9M
IFP Advisors, Inc95,852
0.1% of portfolio›$4.3M
Kestra Advisory Services, LLC82,832
0.0% of portfolio›$3.7M
Fjell Capital, LLC82,399
2.1% of portfolio›$3.7M
Concurrent Investment Advisors, LLC80,432
0.0% of portfolio›$3.6M
Mechanics Bank Trust Department79,409
0.4% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.66,966
0.0% of portfolio›$3.0M
PFG Advisors51,525
0.1% of portfolio›$2.3M
Flagship Harbor Advisors, LLC48,135
0.1% of portfolio›$2.1M
Destiny Capital Corp44,340
0.9% of portfolio›$2.0M
Park Avenue Securities LLC42,621
0.0% of portfolio›$1.9M
VestGen Advisors, LLC41,827
0.1% of portfolio›$1.9M
MFG Investments, LLC41,372
2.0% of portfolio›$1.8M
Diversify Wealth Management, LLC40,542
0.0% of portfolio›$1.8M
Diversify Advisory Services, LLC40,542
0.0% of portfolio›$1.8M
Retirement Planning Group, LLC27,060
0.0% of portfolio›$1.2M
Claro Advisors Inc.24,877
0.1% of portfolio›$1.1M
Treasure Coast Financial Planning22,033
0.5% of portfolio›$982.5K
Lido Advisors, LLC21,898
0.0% of portfolio›$976.5K
Avid Wealth Partners LLC19,767
0.4% of portfolio›$881.4K
HUB Investment Partners, LLC19,008
0.0% of portfolio›$847.6K
Farther Finance Advisors, LLC18,396
0.0% of portfolio›$820.3K
Gerber Kawasaki Wealth & Investment Management17,870
0.0% of portfolio›$796.9K
Cullen T Bankers, Inc.16,403
0.0% of portfolio›$731.4K
Kuhn & Co Investment Counsel16,247
0.4% of portfolio›$724.5K
TD Private Client Wealth LLC16,220
0.0% of portfolio›$723.3K
Commonwealth Equity Services, LLC16,059
0.0% of portfolio›$716.1K
Signal Advisors Wealth, LLC15,659
0.0% of portfolio›$698.2K
KWB Wealth15,347
0.1% of portfolio›$684.3K
Assetmark, Inc13,538
0.0% of portfolio›$603.7K
Pathway Financial Advisors LLC13,209
0.1% of portfolio›$589.0K
Perigon Wealth Management, LLC12,801
0.0% of portfolio›$570.8K
Schneider Downs Wealth Management Advisors, LP12,650
0.1% of portfolio›$564.1K
Community Bank & Trust, Waco, Texas12,374
0.0% of portfolio›$552
Sowell Financial Services LLC12,354
0.0% of portfolio›$550.9K
RFG Advisory, LLC12,256
0.0% of portfolio›$546.5K
Krilogy Financial LLC11,728
0.0% of portfolio›$525.1K
Landmark Wealth Management, Inc.11,645
0.2% of portfolio›$519.3K
Accurate Wealth Management, LLC11,471
0.0% of portfolio›$513.4K
Truist Financial Corp10,769
0.0% of portfolio›$480.2K
Evolution Wealth Advisors, LLC10,646
0.0% of portfolio›$474.7K
MGO One Seven LLC10,644
0.0% of portfolio›$474.6K
Gilliland Jeter Wealth Management LLC10,485
0.1% of portfolio›$467.5K
Partners Wealth Management, LLC10,009
0.0% of portfolio›$446.3K
Firethorn Wealth Partners, LLC9,762
0.1% of portfolio›$435.3K
Asset One Wealth Management LLC8,887
0.0% of portfolio›$396.3K
First Heartland Consultants, Inc.8,654
0.0% of portfolio›$385.9K
Meridian Financial Advisors, LLC8,195
0.2% of portfolio›$365.4K
MSH Capital Advisors LLC8,167
0.1% of portfolio›$364.1K
Appalachian Capital Management Ltd8,150
0.3% of portfolio›$363.4K
Gaddis Premier Wealth Advisors LLC6,813
0.2% of portfolio›$303.8K
Richmond Investment Services, LLC6,765
0.1% of portfolio›$301.7K
Radnor Capital Management, LLC6,667
0.0% of portfolio›$297.3K
Cogent Strategic Wealth LLC6,621
0.3% of portfolio›$295.2K
BIP Wealth, LLC6,400
0.0% of portfolio›$285.4K
NorthLanding Financial Partners, LLC5,269
0.2% of portfolio›$234.9K
CoreCap Advisors, LLC5,088
0.0% of portfolio›$226.9K
ADG Wealth Management Group, LLC4,770
0.1% of portfolio›$212.7K
Signature Equity Partners, LLC4,414
0.1% of portfolio›$196.8K
Goodman Advisory Group, LLC2,550
0.0% of portfolio›$113.7K
Nova Financial LLC1,516
0.0% of portfolio›$67.6K
KFG LLC1,252
0.0% of portfolio›$55.8K
Ashton Thomas Private Wealth, LLC1,245
0.0% of portfolio›$55.5K
Private Trust Co NA1,200
0.0% of portfolio›$53.5K
Spire Wealth Management1,178
0.0% of portfolio›$52.5K
Pinnacle Bancorp, Inc.1,110
0.0% of portfolio›$49.5K
Capital Investment Advisory Services, LLC827
0.0% of portfolio›$36.9K
TD Waterhouse Canada Inc.543
0.0% of portfolio›$24.3K
Nfsg Corp501
0.0% of portfolio›$22.3K
Creative Financial Designs Inc430
0.0% of portfolio›$19.2K
Key FInancial Inc427
0.0% of portfolio›$19.0K
Concord Wealth Partners373
0.0% of portfolio›$16.6K
Cdkv Holdings LLC348
0.0% of portfolio›$15.5K
Silver Grove Financial Group, Inc.297
0.0% of portfolio›$13.2K
James T. Borello RIA246
0.0% of portfolio›$11.0K
Holos Integrated Wealth LLC62
0.0% of portfolio›$2.8K
Compass Financial Management LLC21
0.0% of portfolio›$936
StyleTurnoverLocationFiled
RTD Financial Advisors, Inc.
909,335$40.5M4.4%ETFLowPhiladelphia, PA2026-10-09
Howard Financial Services, Ltd.
801,013$35.7M3.7%ETFLowDallas, TX2026-10-15
Dynamic Advisor Solutions LLC
720,144$32.1M0.9%ETFLowPhoenix, AZ2026-10-13
Brookstone Capital Management
547,471$24.4M0.2%ETFMediumWheaton, IL2026-10-22
Northwest Financial Advisors
521,320$23.2M3.1%ETFLowHerndon, VA2026-10-27
Commonwealth Financial Services, LLC
497,423$22.2M4.0%ETFMediumVienna, WV2026-10-20
American Capital Advisory, LLC
438,208$19.5M6.7%ETFLowKetchum, ID2026-10-28
Tennessee Valley Asset Management Partners
356,931$15.9M1.7%ETFLowKnoxville, TN2026-11-03
Verus Capital Partners, LLC
343,526$15.3M0.8%GrowthLowScottsdale, AZ2026-11-03
KMG Fiduciary Partners, LLC
340,047$15.2M1.5%GrowthLowToledo, OH2026-10-14
Simplicity Wealth,LLC
332,141$14.8M0.4%ETFLowSummit, NJ2026-10-23
Rooted Wealth Advisors, Inc.
323,263$15.2M3.7%ETFLowBourbonnais, IL2026-11-03
Stewardship Advisors, LLC
311,853$13.9M2.9%ETFMediumMount Joy, PA2026-10-20
Focus Financial Network, Inc.
298,313$13.3M0.4%ETFLowMinneapolis, MN2026-10-14
Acima Private Wealth, LLC
297,666$13.3M3.9%ETFVery LowRichmond, VA2026-10-05
Asset Allocation Strategies LLC
246,751$11.0M1.6%ETFMediumFarmington, MI2026-10-20
Integrity Wealth Advisors, Inc.
230,655$10.3M5.3%ETFMediumVentura, CA2026-10-29
Ashton Thomas Securities, LLC
228,149$10.2M1.1%ETFMediumRochester, NY2026-10-26
Elevation Point Wealth Partners, LLC
184,879$8.2M0.1%CoreHighDenver, CO2026-11-05
Beacon Financial Planning, Inc
184,418$8.2M2.8%ETFVery LowHyannis, MA2026-11-04
BOS Asset Management, LLC
174,347$7.8M1.8%ETFLowSpringfield, IL2026-10-09
Wealth Enhancement Advisory Services, LLC
158,189$7.1M0.0%CoreLowPlymouth, MN2026-10-13
Curry Webb Wealth Management LLC
156,630$7.3M3.0%ETFLowIndianapolis, IN2026-10-22
Cooper Financial Group
152,767$6.8M0.5%GrowthMediumIrvine, CA2026-10-07
Total Clarity Wealth Management, Inc.
147,616$6.6M1.3%ETFMediumSt. Charles, IL2026-10-26
USAdvisors Wealth Management, LLC
140,122$6.2K0.0%ETFLowEden Prairie, MN2026-10-21
Insight Wealth Partners, LLC
110,184$4.9M0.6%ETFLowPlano, TX2026-10-26
IFP Advisors, Inc
95,852$4.3M0.1%GrowthLowTampa, FL2026-10-16
Kestra Advisory Services, LLC
82,832$3.7M0.0%CoreLowAustin, TX2026-11-02
Fjell Capital, LLC
82,399$3.7M2.1%GrowthLowFargo, ND2026-10-13
Concurrent Investment Advisors, LLC
80,432$3.6M0.0%GrowthMediumTampa, FL2026-10-16
Mechanics Bank Trust Department
79,409$3.5M0.4%CoreLowWalnut Creek, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
66,966$3.0M0.0%ETFLowFairfield, IA2026-11-02
PFG Advisors
51,525$2.3M0.1%ETFMediumPhoenix, AZ2026-10-16
Flagship Harbor Advisors, LLC
48,135$2.1M0.1%ETFMediumBoston, MA2026-10-26
Destiny Capital Corp
44,340$2.0M0.9%ETFVery LowDenver, CO2026-11-03
Park Avenue Securities LLC
42,621$1.9M0.0%ETFMediumNew York, NY2026-10-26
VestGen Advisors, LLC
41,827$1.9M0.1%GrowthMediumChicago, IL2026-10-27
MFG Investments, LLC
41,372$1.8M2.0%ETFN/AMedford, NJ2026-10-30
Diversify Wealth Management, LLC
40,542$1.8M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
40,542$1.8M0.0%GrowthLowSandy, UT2026-10-20
Retirement Planning Group, LLC
27,060$1.2M0.0%ETFVery LowLeawood, KS2026-10-19
Claro Advisors Inc.
24,877$1.1M0.1%CoreLowBoston, MA2026-11-02
Treasure Coast Financial Planning
22,033$982.5K0.5%ETFVery LowVero Beach, FL2026-11-03
Lido Advisors, LLC
21,898$976.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Avid Wealth Partners LLC
19,767$881.4K0.4%ETFMediumSan Antonio, TX2026-11-03
HUB Investment Partners, LLC
19,008$847.6K0.0%GrowthLowAustin, TX2026-11-03
Farther Finance Advisors, LLC
18,396$820.3K0.0%IndexLowSan Francisco, CA2026-10-08
Gerber Kawasaki Wealth & Investment Management
17,870$796.9K0.0%ETFLowSanta Monica, CA2026-10-29
Cullen T Bankers, Inc.
16,403$731.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Kuhn & Co Investment Counsel
16,247$724.5K0.4%CoreLowChicago, IL2026-10-29
TD Private Client Wealth LLC
16,220$723.3K0.0%ETFLowNew York, NY2026-10-28
Commonwealth Equity Services, LLC
16,059$716.1K0.0%ETFLowWaltham, MA2026-11-02
Signal Advisors Wealth, LLC
15,659$698.2K0.0%ETFLowDetroit, MI2026-10-13
KWB Wealth
15,347$684.3K0.1%ETFMediumRedlands, CA2026-10-16
Assetmark, Inc
13,538$603.7K0.0%ETFLowConcord, CA2026-10-21
Pathway Financial Advisors LLC
13,209$589.0K0.1%ETFLowSouth Burlington, VT2026-10-07
Perigon Wealth Management, LLC
12,801$570.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Schneider Downs Wealth Management Advisors, LP
12,650$564.1K0.1%ETFVery LowPittsburgh, PA2026-10-27
Community Bank & Trust, Waco, Texas
12,374$5520.0%CoreVery LowWaco, TX2026-10-19
Sowell Financial Services LLC
12,354$550.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
RFG Advisory, LLC
12,256$546.5K0.0%ETFMediumBirmingham, AL2026-11-03
Krilogy Financial LLC
11,728$525.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Landmark Wealth Management, Inc.
11,645$519.3K0.2%ETFLowNormal, IL2026-11-04
Accurate Wealth Management, LLC
11,471$513.4K0.0%CoreMediumWesley Chapel, FL2026-10-20
Truist Financial Corp
10,769$480.2K0.0%CoreLowCharlotte, NC2026-10-30
Evolution Wealth Advisors, LLC
10,646$474.7K0.0%ETFLowAventura, FL2026-11-03
MGO One Seven LLC
10,644$474.6K0.0%GrowthLowBeachwood, OH2026-10-28
Gilliland Jeter Wealth Management LLC
10,485$467.5K0.1%GrowthVery LowLittle Rock, AR2026-10-28
Partners Wealth Management, LLC
10,009$446.3K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Firethorn Wealth Partners, LLC
9,762$435.3K0.1%ETFLowAugusta, GA2026-10-14
Asset One Wealth Management LLC
8,887$396.3K0.0%GrowthLowBellevue, WA2026-11-02
First Heartland Consultants, Inc.
8,654$385.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Meridian Financial Advisors, LLC
8,195$365.4K0.2%ETFVery LowHolliston, MA2026-10-14
MSH Capital Advisors LLC
8,167$364.1K0.1%CoreLowScottsdale, AZ2026-11-03
Appalachian Capital Management Ltd
8,150$363.4K0.3%ETFVery LowSt Clairsville, OH2026-10-14
Gaddis Premier Wealth Advisors LLC
6,813$303.8K0.2%ETFMediumDurant, OK2026-10-29
Richmond Investment Services, LLC
6,765$301.7K0.1%ETFLowMequon, WI2026-10-29
Radnor Capital Management, LLC
6,667$297.3K0.0%CoreLowWayne, PA2026-10-23
Cogent Strategic Wealth LLC
6,621$295.2K0.3%ETFLowChicago, IL2026-10-22
BIP Wealth, LLC
6,400$285.4K0.0%ETFMediumAtlanta, GA2026-10-22
NorthLanding Financial Partners, LLC
5,269$234.9K0.2%ETFLowRochester, NY2026-10-15
CoreCap Advisors, LLC
5,088$226.9K0.0%ETFMediumSouthfield, MI2026-10-08
ADG Wealth Management Group, LLC
4,770$212.7K0.1%ETFVery LowMetairie, LA2026-10-23
Signature Equity Partners, LLC
4,414$196.8K0.1%GrowthMediumColumbus, OH2026-10-29
Goodman Advisory Group, LLC
2,550$113.7K0.0%GrowthHighNeedham, MA2026-11-02
Nova Financial LLC
1,516$67.6K0.0%N/AN/ATucson, AZ2026-11-04
KFG LLC
1,252$55.8K0.0%ETFN/ARapid City, SD2026-11-02
Ashton Thomas Private Wealth, LLC
1,245$55.5K0.0%CoreMediumScottsdale, AZ2026-11-03
Private Trust Co NA
1,200$53.5K0.0%CoreLowCleveland, OH2026-10-20
Spire Wealth Management
1,178$52.5K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Bancorp, Inc.
1,110$49.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Capital Investment Advisory Services, LLC
827$36.9K0.0%CoreMediumRaleigh, NC2026-10-30
TD Waterhouse Canada Inc.
543$24.3K0.0%CoreLowToronto, Australia2026-10-16
Nfsg Corp
501$22.3K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Creative Financial Designs Inc
430$19.2K0.0%ETFMediumKokomo, IN2026-11-04
Key FInancial Inc
427$19.0K0.0%ETFLowWest Chester, PA2026-11-02
Concord Wealth Partners
373$16.6K0.0%GrowthLowAbingdon, VA2026-11-02
Cdkv Holdings LLC
348$15.5K0.0%ETFMediumDenver, CO2026-10-28
Silver Grove Financial Group, Inc.
297$13.2K0.0%CoreMediumOrchard Park, NY2026-11-05
James T. Borello RIA
246$11.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Holos Integrated Wealth LLC
62$2.8K0.0%ETFLowKennett Square, PA2026-10-23
Compass Financial Management LLC
21$9360.0%CoreN/ATampa, FL2026-10-30