Avid Wealth Partners’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
$3.76M Sell
80,192
-29,689
-27% -$1.39M 2.15% 14
2025
Q1
$5.16M Buy
109,881
+27,400
+33% +$1.29M 3.5% 10
2024
Q4
$3.83M Sell
82,481
-18,174
-18% -$843K 2.72% 12
2024
Q3
$4.86M Buy
100,655
+50,301
+100% +$2.43M 3.44% 11
2024
Q2
$2.33M Buy
50,354
+8,345
+20% +$387K 1.81% 17
2024
Q1
$1.97M Buy
42,009
+8,739
+26% +$409K 1.58% 20
2023
Q4
$1.57M Buy
+33,270
New +$1.57M 1.56% 14