Simplicity Wealth’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
$3.69M Sell
78,672
-87,884
-53% -$4.12M 0.15% 139
2025
Q1
$7.82M Buy
+166,556
New +$7.82M 0.61% 32
2024
Q4
Sell
-151,550
Closed -$7.32M 418
2024
Q3
$7.32M Buy
151,550
+64,882
+75% +$3.13M 0.68% 32
2024
Q2
$4.02M Buy
86,668
+63,152
+269% +$2.93M 0.09% 221
2024
Q1
$1.1M Buy
+23,516
New +$1.1M 0.03% 488