Sequent Planning’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 | $1.14M | Buy |
24,284
+2,004
| +9% | +$94K | 0.36% | 43 |
|
|
2025
Q1 | $1.05M | Sell |
22,280
-3,503
| -14% | -$164K | 0.38% | 44 |
|
|
2024
Q4 | $1.2M | Buy |
25,783
+682
| +3% | +$31.6K | 0.44% | 41 |
|
|
2024
Q3 | $1.21M | Buy |
25,101
+6,484
| +35% | +$313K | 0.42% | 40 |
|
|
2024
Q2 | $861K | Buy |
18,617
+2,695
| +17% | +$125K | 0.29% | 55 |
|
|
2024
Q1 | $745K | Buy |
+15,922
| New | +$745K | 0.27% | 70 |
|