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Amplius Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Amplius Wealth Advisors’s Portfolio GTO Stock Details GTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-213,780
Closed -$10.1M – 172
2023
Q1 		$10.1M Sell
213,780
-28,585
-12% -$1.35M 1.45% 20
2022
Q4 		$11.3M Buy
+242,365
New +$11.3M 1.8% 16