Steward Partners Investment Advisory’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
$7.88K Hold
168
﹤0.01% 3315
2025
Q1
$7.88K Sell
168
-16
-9% -$751 ﹤0.01% 3200
2024
Q4
$8.54K Sell
184
-5
-3% -$232 ﹤0.01% 3167
2024
Q3
$9.13K Hold
189
﹤0.01% 2980
2024
Q2
$8.76K Sell
189
-14
-7% -$649 ﹤0.01% 2862
2024
Q1
$9.5K Hold
203
﹤0.01% 2826
2023
Q4
$9.59K Buy
+203
New +$9.59K ﹤0.01% 2731