Schneider Downs Wealth Management Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $897K | Sell |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.73M | Sell |
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|
2024
Q1 | $8.11M | Buy |
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|
2023
Q4 | $7.46M | Buy |
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|
2023
Q3 | $3.48M | Buy |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $2.93M | Sell |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.46M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.15M | Buy |
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|
2020
Q4 | $2.03M | Buy |
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|
2020
Q3 | $1.95M | Buy |
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|
2020
Q2 | $1.68M | Buy |
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|
2020
Q1 | $835K | Buy |
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