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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$626K	Buy	13,377 +1,077	+9%	+$51.1K	0.06%	98
2025 Q4	$583K	Buy	12,300 +308	+3%	+$14.7K	0.06%	98
2025 Q3	$570K	Sell	11,992 -2,703	-18%	-$127K	0.08%	99
2025 Q2	$689K	Buy	14,695 +30	+0.2%	+$1.39K	0.1%	86
2025 Q1	$688K	Buy	14,665 +2,210	+18%	+$103K	0.11%	80
2024 Q4	$578K	Sell	12,455 -50	-0.4%	-$2.36K	0.1%	82
2024 Q3	$604K	Buy	12,505 +1,960	+19%	+$93.4K	0.11%	79
2024 Q2	$489K	Buy	10,545 +3,050	+41%	+$141K	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%	+$53.8K	0.07%	91
2023 Q3	$283K	Buy	+6,335	New	+$290K	0.06%	97
2021 Q4	–	Sell	-1,210	Closed	-$69K	–	357
2021 Q3	$69K	Buy	1,210 +220	+22%	+$12.6K	0.01%	173
2021 Q2	$56K	Buy	990 +30	+3%	+$1.7K	0.01%	201
2021 Q1	$54K	Buy	960 +70	+8%	+$3.98K	0.01%	192
2020 Q4	$51K	Buy	+890	New	+$51.7K	0.01%	179