Medallion Wealth Advisors, LLC’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
$444K Sell
2025
Q4
$463K Sell
2025
Q3
$488K Sell
2025
Q2
$500K Sell
2025
Q1
$561K Sell
2024
Q4
$588K Buy