Key Financial Inc’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	$23K	Hold	491	–	–	﹤0.01%	696
2025 Q4	$23.3K	Sell	491 -53	-10%	-$2.52K	﹤0.01%	686
2025 Q3	$25.9K	Sell	544 -1,895	-78%	-$89.1K	﹤0.01%	665
2025 Q2	$114K	Sell	2,439 -44	-2%	-$2.04K	0.02%	356
2025 Q1	$117K	Buy	2,483 +116	+5%	+$5.42K	0.03%	334
2024 Q4	$110K	Buy	2,367 +29	+1%	+$1.37K	0.03%	332
2024 Q3	$113K	Buy	2,338 +8	+0.3%	+$381	0.03%	333
2024 Q2	$108K	Buy	2,330 +9	+0.4%	+$416	0.03%	324
2024 Q1	$109K	Buy	2,321 +8	+0.3%	+$374	0.03%	305
2023 Q4	$109K	Hold	2,313	–	–	0.03%	294
2023 Q3	$103K	Sell	2,313 -112	-5%	-$5.13K	0.03%	283
2023 Q2	$113K	Sell	2,425 -97	-4%	-$4.54K	0.04%	269
2023 Q1	$119K	Hold	2,522	–	–	0.04%	257
2022 Q4	$115K	Hold	2,522	–	–	0.05%	232
2022 Q3	$115K	Buy	2,522 +142	+6%	+$6.84K	0.05%	234
2022 Q2	$116K	Buy	2,380 +474	+25%	+$23.6K	0.06%	217
2022 Q1	$100K	Buy	1,906 +1,478	+345%	+$79.8K	0.05%	245
2021 Q4	$24K	Buy	428 +27	+7%	+$1.53K	0.01%	457
2021 Q3	$23K	Buy	401 +179	+81%	+$10.3K	0.01%	445
2021 Q2	$13K	Buy	+222	New	+$12.6K	0.01%	524