Prestige Wealth Management Group’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
$3.98K Hold
85
﹤0.01% 605
2025
Q4
$4.03K Hold
85
﹤0.01% 627
2025
Q3
$4.04K Sell
85
-474
-85% -$22.3K ﹤0.01% 611
2025
Q2
$26.2K Sell
559
-1,050
-65% -$48.7K 0.01% 323
2025
Q1
$75.5K Hold
1,609
0.02% 216
2024
Q4
$74.7K Hold
1,609
0.02% 221
2024
Q3
$77.7K Hold
1,609
0.02% 218
2024
Q2
$74.6K Hold
1,609
0.02% 201
2024
Q1
$75.3K Hold
1,609
0.02% 225
2023
Q4
$76K Sell
1,609
-16,343
-91% -$738K 0.02% 208
2023
Q3
$801K Sell
17,952
-2,334
-12% -$107K 0.2% 55
2023
Q2
$942K Buy
20,286
+100
+0.5% +$4.68K 0.22% 54
2023
Q1
$953K Sell
20,186
-236,754
-92% -$11.2M 0.24% 52
2022
Q4
$11.9M Sell
256,940
-14,403
-5% -$662K 3.11% 8
2022
Q3
$12.4M Sell
271,343
-2,998
-1% -$144K 3.48% 8
2022
Q2
$13.2M Sell
274,341
-14,729
-5% -$733K 3.58% 7
2022
Q1
$15.2M Buy
289,070
+10,024
+4% +$541K 3.73% 7
2021
Q4
$15.7M Buy
279,046
+85,375
+44% +$4.82M 3.76% 8
2021
Q3
$11M Buy
193,671
+1,026
+0.5% +$58.9K 2.82% 9
2021
Q2
$11M Sell
192,645
-4,857
-2% -$275K 2.92% 9
2021
Q1
$11.1M Buy
197,502
+5,831
+3% +$331K 3.03% 9
2020
Q4
$11.1M Sell
191,671
-5,814
-3% -$338K 3.03% 9
2020
Q3
$11.4M Buy
197,485
+180,119
+1,037% +$10.4M 3.44% 8
2020
Q2
$992K Buy
17,366
+554
+3% +$30.7K 0.35% 30
2020
Q1
$893K Buy
+16,812
New +$916K 0.38% 29

Other funds holding GTO