SFS
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Sowell Financial Services’s Invesco Total Return Bond ETF GTO Stock Holding History

Sowell Financial Services’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
2026
Q1 		$585K Buy
12,483
+5,489
+78% +$260K 0.02% 590
2025
Q4 		$332K Buy
6,994
+1,087
+18% +$51.7K 0.01% 795
2025
Q3 		$281K Sell
5,907
-670
-10% -$31.5K 0.01% 835
2025
Q2 		$308K Buy
6,577
+1,067
+19% +$49.4K 0.01% 772
2025
Q1 		$259K Buy
+5,510
New +$257K 0.01% 831
2021
Q2 		– Sell
-942
Closed -$53K – 1439
2021
Q1 		$53K Sell
942
-2,411
-72% -$137K ﹤0.01% 1630
2020
Q4 		$193K Hold
3,353
– – 0.01% 863
2020
Q3 		$194K Hold
3,353
– – 0.01% 739
2020
Q2 		$191K Buy
+3,353
New +$186K 0.01% 742

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