AE Wealth Management’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 | $21.2K | Buy |
452
+302
| +201% | +$14.2K | ﹤0.01% | 1751 |
|
|
2025
Q1 | $7.04K | Sell |
150
-188
| -56% | -$8.82K | ﹤0.01% | 1896 |
|
|
2024
Q4 | $15.7K | Buy |
+338
| New | +$15.7K | ﹤0.01% | 1780 |
|
|
2022
Q3 | – | Sell |
-8,601
| Closed | -$414K | – | 1795 |
|
|
2022
Q2 | $414K | Buy |
8,601
+1,144
| +15% | +$55.1K | ﹤0.01% | 1292 |
|
|
2022
Q1 | $391K | Buy |
7,457
+1,817
| +32% | +$95.3K | ﹤0.01% | 1307 |
|
|
2021
Q4 | $318K | Buy |
+5,640
| New | +$318K | ﹤0.01% | 1425 |
|