Foundations 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
Q1
Sell
-8,972
Closed -$416K 885
2024
Q4
$416K Buy
8,972
+1,353
+18% +$62.8K 0.01% 574
2024
Q3
$368K Buy
+7,619
New +$368K 0.01% 585