Clearstead Advisors’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	$1.52M	Buy	32,514 +9,011	+38%	+$423K	0.02%	361
2025 Q1	$1.1M	Buy	23,503 +3,530	+18%	+$166K	0.02%	387
2024 Q4	$927K	Buy	19,973 +3,451	+21%	+$160K	0.01%	422
2024 Q3	$798K	Buy	16,522 +765	+5%	+$37K	0.01%	464
2024 Q2	$730K	Buy	+15,757	New	+$730K	0.01%	459