Journey Strategic Wealth’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
$14.9M Buy
317,586
+14,935
+5% +$700K 0.48% 20
2025
Q1
$14.2M Sell
302,651
-16,126
-5% -$757K 0.5% 14
2024
Q4
$14.8M Buy
318,777
+49,927
+19% +$2.32M 0.55% 15
2024
Q3
$13M Buy
+268,850
New +$13M 0.48% 15