Founders Financial Alliance’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 | $690K | Hold |
14,711
| – | – | 0.16% | 139 |
|
|
2025
Q1 | $690K | Sell |
14,711
-2,566
| -15% | -$120K | 0.17% | 132 |
|
|
2024
Q4 | $802K | Hold |
17,277
| – | – | 0.22% | 99 |
|
|
2024
Q3 | $834K | Sell |
17,277
-5,800
| -25% | -$280K | 0.23% | 95 |
|
|
2024
Q2 | $1.07M | Sell |
23,077
-1,535
| -6% | -$71.2K | 0.32% | 76 |
|
|
2024
Q1 | $1.15M | Hold |
24,612
| – | – | 0.35% | 71 |
|
|
2023
Q4 | $1.16M | Sell |
24,612
-3,183
| -11% | -$150K | 0.45% | 47 |
|
|
2023
Q3 | $1.24M | Sell |
27,795
-697
| -2% | -$31.1K | 0.54% | 39 |
|
|
2023
Q2 | $1.32M | Buy |
28,492
+3,505
| +14% | +$163K | 0.52% | 42 |
|
|
2023
Q1 | $1.18M | Sell |
24,987
-2,070
| -8% | -$97.7K | 0.59% | 39 |
|
|
2022
Q4 | $1.26M | Sell |
27,057
-1,020
| -4% | -$47.4K | 0.58% | 45 |
|
|
2022
Q3 | $1.28M | Hold |
28,077
| – | – | 0.65% | 39 |
|
|
2022
Q2 | $1.35M | Buy |
+28,077
| New | +$1.35M | 0.69% | 34 |
|