Retirement Planning Group (Kansas)’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	$1.48M	Hold	31,537	–	–	0.05%	169
2025 Q4	$1.5M	Sell	31,537 -234	-0.7%	-$11.1K	0.05%	148
2025 Q3	$1.51M	Sell	31,771 -1,252	-4%	-$58.9K	0.05%	140
2025 Q2	$1.55M	Sell	33,023 -1,584	-5%	-$73.4K	0.07%	104
2025 Q1	$1.62M	Sell	34,607 -1,559	-4%	-$72.8K	0.08%	97
2024 Q4	$1.68M	Sell	36,166 -1,664	-4%	-$78.4K	0.08%	92
2024 Q3	$1.83M	Sell	37,830 -3,401	-8%	-$162K	0.1%	90
2024 Q2	$1.91M	Sell	41,231 -198,902	-83%	-$9.2M	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%	+$6.76M	0.92%	16
2023 Q3	$3.07M	Sell	68,812 -986	-1%	-$45.2K	0.33%	31
2023 Q2	$3.24M	Sell	69,798 -41,845	-37%	-$1.96M	0.32%	30
2023 Q1	$5.27M	Sell	111,643 -56,886	-34%	-$2.7M	0.56%	18
2022 Q4	$7.83M	Buy	168,529 +47,329	+39%	+$2.18M	0.89%	15
2022 Q3	$5.53M	Buy	121,200 +99,039	+447%	+$4.77M	0.7%	18
2022 Q2	$1.07M	Buy	+22,161	New	+$1.1M	0.13%	47