Retirement Planning Group (Kansas)’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 | $1.55M | Sell |
33,023
-1,584
| -5% | -$74.3K | 0.07% | 104 |
|
|
2025
Q1 | $1.62M | Sell |
34,607
-1,559
| -4% | -$73.2K | 0.08% | 97 |
|
|
2024
Q4 | $1.68M | Sell |
36,166
-1,664
| -4% | -$77.2K | 0.08% | 92 |
|
|
2024
Q3 | $1.83M | Sell |
37,830
-3,401
| -8% | -$164K | 0.1% | 90 |
|
|
2024
Q2 | $1.91M | Sell |
41,231
-198,902
| -83% | -$9.22M | 0.12% | 73 |
|
|
2024
Q1 | $11.2M | Buy |
240,133
+21,730
| +10% | +$1.02M | 0.86% | 18 |
|
|
2023
Q4 | $10.3M | Buy |
218,403
+149,591
| +217% | +$7.07M | 0.92% | 16 |
|
|
2023
Q3 | $3.07M | Sell |
68,812
-986
| -1% | -$44K | 0.33% | 31 |
|
|
2023
Q2 | $3.24M | Sell |
69,798
-41,845
| -37% | -$1.94M | 0.32% | 30 |
|
|
2023
Q1 | $5.27M | Sell |
111,643
-56,886
| -34% | -$2.69M | 0.56% | 18 |
|
|
2022
Q4 | $7.83M | Buy |
168,529
+47,329
| +39% | +$2.2M | 0.89% | 15 |
|
|
2022
Q3 | $5.53M | Buy |
121,200
+99,039
| +447% | +$4.52M | 0.7% | 18 |
|
|
2022
Q2 | $1.07M | Buy |
+22,161
| New | +$1.07M | 0.13% | 47 |
|