Concurrent Investment Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
53,933
+12,166
| +29% | +$570K | 0.05% | 370 |
|
|
2025
Q1 | $1.96M | Sell |
41,767
-1,428
| -3% | -$67K | 0.05% | 366 |
|
|
2024
Q4 | $2M | Buy |
43,195
+11,351
| +36% | +$527K | 0.05% | 323 |
|
|
2024
Q3 | $1.54M | Buy |
31,844
+9,550
| +43% | +$461K | 0.05% | 372 |
|
|
2024
Q2 | $1.03M | Buy |
22,294
+6,005
| +37% | +$278K | 0.03% | 421 |
|
|
2024
Q1 | $762K | Buy |
16,289
+4,783
| +42% | +$224K | 0.03% | 433 |
|
|
2023
Q4 | $544K | Buy |
+11,506
| New | +$544K | 0.03% | 479 |
|