Atria Wealth Solutions’s Invesco Total Return Bond ETF GTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-6,389	Closed	-$300K	–	1651
2025 Q1	$300K	Sell	6,389 -12,375	-66%	-$578K	﹤0.01%	1463
2024 Q4	$871K	Buy	18,764 +6,667	+55%	+$314K	0.01%	984
2024 Q3	$584K	Sell	12,097 -17,629	-59%	-$840K	0.01%	1164
2024 Q2	$1.38M	Sell	29,726 -640	-2%	-$29.6K	0.02%	764
2024 Q1	$1.42M	Buy	30,366 +15,099	+99%	+$705K	0.02%	755
2023 Q4	$721K	Sell	15,267 -2,500	-14%	-$113K	0.01%	1022
2023 Q3	$793K	Buy	17,767 +5,185	+41%	+$237K	0.01%	918
2023 Q2	$585K	Buy	12,582 +2,856	+29%	+$134K	0.01%	1080
2023 Q1	$459K	Sell	9,726 -10,798	-53%	-$512K	0.01%	1187
2022 Q4	$954K	Buy	20,524 +625	+3%	+$28.7K	0.02%	768
2022 Q3	$907K	Sell	19,899 -593	-3%	-$28.6K	0.02%	747
2022 Q2	$987K	Sell	20,492 -6,238	-23%	-$311K	0.02%	700
2022 Q1	$1.4M	Buy	+26,730	New	+$1.44M	0.02%	600