Kuhn & Co Investment Counsel’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 | $734K | Hold |
15,663
| – | – | 0.56% | 61 |
|
|
2025
Q1 | $735K | Sell |
15,663
-486
| -3% | -$22.8K | 0.62% | 53 |
|
|
2024
Q4 | $749K | Buy |
16,149
+843
| +6% | +$39.1K | 0.64% | 50 |
|
|
2024
Q3 | $739K | Hold |
15,306
| – | – | 0.63% | 49 |
|
|
2024
Q2 | $710K | Buy |
15,306
+1,240
| +9% | +$57.5K | 0.64% | 48 |
|
|
2024
Q1 | $658K | Buy |
14,066
+960
| +7% | +$44.9K | 0.62% | 48 |
|
|
2023
Q4 | $619K | Buy |
+13,106
| New | +$619K | 0.63% | 50 |
|