Marcum 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
Q1 | $2.68M | Buy |
57,117
+1,429
| +3% | +$67.1K | 0.23% | 50 |
|
|
2024
Q4 | $2.58M | Buy |
55,688
+2,413
| +5% | +$112K | 0.22% | 52 |
|
|
2024
Q3 | $2.57M | Buy |
53,275
+2,042
| +4% | +$98.6K | 0.24% | 49 |
|
|
2024
Q2 | $2.38M | Buy |
51,233
+3,840
| +8% | +$178K | 0.24% | 48 |
|
|
2024
Q1 | $2.22M | Buy |
47,393
+4,988
| +12% | +$233K | 0.22% | 49 |
|
|
2023
Q4 | $2M | Buy |
42,405
+4,436
| +12% | +$210K | 0.21% | 54 |
|
|
2023
Q3 | $1.69M | Buy |
37,969
+3,768
| +11% | +$168K | 0.2% | 55 |
|
|
2023
Q2 | $1.59M | Buy |
34,201
+6,274
| +22% | +$291K | 0.19% | 60 |
|
|
2023
Q1 | $1.32M | Buy |
27,927
+4,951
| +22% | +$234K | 0.16% | 71 |
|
|
2022
Q4 | $1.07M | Buy |
22,976
+10,046
| +78% | +$467K | 0.14% | 80 |
|
|
2022
Q3 | $590K | Buy |
12,930
+1,737
| +16% | +$79.3K | 0.09% | 140 |
|
|
2022
Q2 | $539K | Buy |
+11,193
| New | +$539K | 0.08% | 148 |
|