Rooted Wealth Advisors’s Invesco Total Return Bond ETF GTO Stock Holding History

Rooted Wealth Advisors’s Portfolio GTO Stock Details GTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.3M	Buy
2025 Q1	$11.7M	Sell
2024 Q4	$11.8M	Buy
2023 Q3	–	Sell
2023 Q2	$208K	Sell
2023 Q1	$259K	Buy