Financial Advocates Investment Management’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 | $609K | Buy |
12,986
+1,736
| +15% | +$81.4K | 0.05% | 317 |
|
|
2025
Q1 | $528K | Sell |
11,250
-12,640
| -53% | -$593K | 0.04% | 411 |
|
|
2024
Q4 | $1.11M | Sell |
23,890
-14,656
| -38% | -$680K | 0.06% | 285 |
|
|
2024
Q3 | $1.86M | Sell |
38,546
-1,044
| -3% | -$50.4K | 0.11% | 194 |
|
|
2024
Q2 | $1.84M | Sell |
39,590
-5,211
| -12% | -$242K | 0.11% | 178 |
|
|
2024
Q1 | $2.1M | Sell |
44,801
-2
| -0% | -$94 | 0.12% | 177 |
|
|
2023
Q4 | $2.12M | Sell |
44,803
-7,316
| -14% | -$346K | 0.14% | 168 |
|
|
2023
Q3 | $2.33M | Sell |
52,119
-3,140
| -6% | -$140K | 0.17% | 140 |
|
|
2023
Q2 | $2.57M | Buy |
55,259
+7,965
| +17% | +$370K | 0.18% | 133 |
|
|
2023
Q1 | $2.23M | Buy |
47,294
+6,287
| +15% | +$297K | 0.16% | 148 |
|
|
2022
Q4 | $1.91M | Buy |
41,007
+6,681
| +19% | +$310K | 0.14% | 166 |
|
|
2022
Q3 | $1.57M | Buy |
34,326
+935
| +3% | +$42.8K | 0.13% | 176 |
|
|
2022
Q2 | $1.61M | Buy |
33,391
+8,494
| +34% | +$409K | 0.13% | 194 |
|
|
2022
Q1 | $1.31M | Buy |
24,897
+8,887
| +56% | +$466K | 0.09% | 249 |
|
|
2021
Q4 | $902K | Sell |
16,010
-1,623
| -9% | -$91.4K | 0.06% | 339 |
|
|
2021
Q3 | $1M | Buy |
17,633
+13,204
| +298% | +$750K | 0.07% | 314 |
|
|
2021
Q2 | $253K | Buy |
+4,429
| New | +$253K | 0.02% | 631 |
|