Atria Wealth Solutions’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,389
| Closed | -$300K | – | 1648 |
|
|
2025
Q1 | $300K | Sell |
6,389
-12,375
| -66% | -$581K | ﹤0.01% | 1454 |
|
|
2024
Q4 | $871K | Buy |
18,764
+6,667
| +55% | +$309K | 0.01% | 977 |
|
|
2024
Q3 | $584K | Sell |
12,097
-17,629
| -59% | -$851K | 0.01% | 1156 |
|
|
2024
Q2 | $1.38M | Sell |
29,726
-640
| -2% | -$29.7K | 0.02% | 760 |
|
|
2024
Q1 | $1.42M | Buy |
30,366
+15,099
| +99% | +$707K | 0.02% | 753 |
|
|
2023
Q4 | $721K | Sell |
15,267
-2,500
| -14% | -$118K | 0.01% | 1013 |
|
|
2023
Q3 | $793K | Buy |
17,767
+5,185
| +41% | +$231K | 0.01% | 914 |
|
|
2023
Q2 | $585K | Buy |
12,582
+2,856
| +29% | +$133K | 0.01% | 1075 |
|
|
2023
Q1 | $459K | Sell |
9,726
-10,798
| -53% | -$510K | 0.01% | 1182 |
|
|
2022
Q4 | $954K | Buy |
20,524
+625
| +3% | +$29K | 0.02% | 766 |
|
|
2022
Q3 | $907K | Sell |
19,899
-593
| -3% | -$27K | 0.02% | 744 |
|
|
2022
Q2 | $987K | Sell |
20,492
-6,238
| -23% | -$300K | 0.02% | 681 |
|
|
2022
Q1 | $1.4M | Buy |
+26,730
| New | +$1.4M | 0.02% | 600 |
|