Acima Private Wealth’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.74M Sell
207,755
-20,436
-9% -$958K 3.32% 9
2025
Q1
$10.7M Sell
228,191
-52,231
-19% -$2.45M 3.84% 7
2024
Q4
$13M Buy
280,422
+23,810
+9% +$1.1M 4.38% 4
2024
Q3
$12.4M Buy
256,612
+7,856
+3% +$379K 4.15% 5
2024
Q2
$11.5M Buy
248,756
+3,285
+1% +$152K 4.24% 6
2024
Q1
$11.5M Buy
245,471
+3,199
+1% +$150K 4.24% 6
2023
Q4
$11.4M Buy
+242,272
New +$11.4M 4.47% 4