Evolution Wealth 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 | $689K | Buy |
14,695
+30
| +0.2% | +$1.41K | 0.1% | 86 |
|
|
2025
Q1 | $688K | Buy |
14,665
+2,210
| +18% | +$104K | 0.11% | 80 |
|
|
2024
Q4 | $578K | Sell |
12,455
-50
| -0.4% | -$2.32K | 0.1% | 82 |
|
|
2024
Q3 | $604K | Buy |
12,505
+1,960
| +19% | +$94.7K | 0.11% | 77 |
|
|
2024
Q2 | $489K | Buy |
10,545
+3,050
| +41% | +$142K | 0.1% | 82 |
|
|
2024
Q1 | $351K | Sell |
7,495
-30
| -0.4% | -$1.4K | 0.07% | 93 |
|
|
2023
Q4 | $355K | Buy |
7,525
+1,190
| +19% | +$56.2K | 0.07% | 91 |
|
|
2023
Q3 | $283K | Buy |
+6,335
| New | +$283K | 0.06% | 97 |
|
|
2021
Q4 | – | Sell |
-1,210
| Closed | -$69K | – | 357 |
|
|
2021
Q3 | $69K | Buy |
1,210
+220
| +22% | +$12.5K | 0.01% | 173 |
|
|
2021
Q2 | $56K | Buy |
990
+30
| +3% | +$1.7K | 0.01% | 201 |
|
|
2021
Q1 | $54K | Buy |
960
+70
| +8% | +$3.94K | 0.01% | 192 |
|
|
2020
Q4 | $51K | Buy |
+890
| New | +$51K | 0.01% | 179 |
|