Avantax Advisory Services’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 | $4.54M | Buy |
96,902
+5,884
| +6% | +$276K | 0.03% | 475 |
|
|
2025
Q1 | $4.27M | Buy |
91,018
+2,431
| +3% | +$114K | 0.03% | 466 |
|
|
2024
Q4 | $4.11M | Buy |
88,587
+25,898
| +41% | +$1.2M | 0.03% | 460 |
|
|
2024
Q3 | $3.03M | Buy |
62,689
+21,645
| +53% | +$1.05M | 0.02% | 541 |
|
|
2024
Q2 | $1.9M | Buy |
41,044
+3,692
| +10% | +$171K | 0.01% | 681 |
|
|
2024
Q1 | $1.75M | Sell |
37,352
-34,492
| -48% | -$1.61M | 0.02% | 570 |
|
|
2023
Q4 | $3.39M | Buy |
71,844
+28,683
| +66% | +$1.35M | 0.03% | 362 |
|
|
2023
Q3 | $1.93M | Sell |
43,161
-2,728
| -6% | -$122K | 0.02% | 471 |
|
|
2023
Q2 | $2.13M | Sell |
45,889
-7,617
| -14% | -$354K | 0.02% | 436 |
|
|
2023
Q1 | $2.53M | Sell |
53,506
-17,541
| -25% | -$828K | 0.03% | 371 |
|
|
2022
Q4 | $3.3M | Sell |
71,047
-40,900
| -37% | -$1.9M | 0.04% | 308 |
|
|
2022
Q3 | $5.11M | Sell |
111,947
-5,461
| -5% | -$249K | 0.08% | 195 |
|
|
2022
Q2 | $5.65M | Buy |
117,408
+69,722
| +146% | +$3.36M | 0.09% | 174 |
|
|
2022
Q1 | $2.5M | Buy |
47,686
+38,515
| +420% | +$2.02M | 0.03% | 325 |
|
|
2021
Q4 | $517K | Buy |
9,171
+717
| +8% | +$40.4K | 0.01% | 751 |
|
|
2021
Q3 | $482K | Buy |
8,454
+3,798
| +82% | +$217K | 0.01% | 734 |
|
|
2021
Q2 | $265K | Buy |
+4,656
| New | +$265K | ﹤0.01% | 960 |
|