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EP Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

EP Wealth Advisors’s Portfolio GTO Stock Details GTO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,092
Closed -$236K – 1326
2024
Q4 		$236K Buy
+5,092
New +$236K ﹤0.01% 983