GeoWealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $27M | Sell |
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|
2024
Q3 | $35.9M | Buy |
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|
2024
Q2 | $7.33M | Sell |
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|
2024
Q1 | $31.9M | Buy |
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|
2023
Q4 | $30.6M | Buy |
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|
2023
Q3 | $25.9M | Buy |
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|
2023
Q2 | $22.4M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $520K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.52M | Sell |
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|
2021
Q3 | $3.25M | Buy |
|