UWM
USAdvisors Wealth Management’s Invesco Total Return Bond ETF GTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
99,891
+12,851
| +15% | +$602K | 1.74% | 17 |
|
|
2025
Q1 | $4.08M | Sell |
87,040
-1,203
| -1% | -$56.4K | 1.42% | 22 |
|
|
2024
Q4 | $4.09M | Buy |
88,243
+17,828
| +25% | +$827K | 1.33% | 26 |
|
|
2024
Q3 | $3.41M | Buy |
70,415
+6,729
| +11% | +$325K | 1.19% | 28 |
|
|
2024
Q2 | $2.95M | Buy |
63,686
+4,682
| +8% | +$217K | 1.04% | 30 |
|
|
2024
Q1 | $2.76M | Buy |
59,004
+4,671
| +9% | +$219K | 1.04% | 33 |
|
|
2023
Q4 | $2.57M | Buy |
+54,333
| New | +$2.57M | 1.07% | 32 |
|
|
2023
Q2 | – | Sell |
-6,255
| Closed | -$295K | – | 109 |
|
|
2023
Q1 | $295K | Buy |
6,255
+950
| +18% | +$44.8K | 0.14% | 96 |
|
|
2022
Q4 | $247K | Sell |
5,305
-715
| -12% | -$33.3K | 0.12% | 99 |
|
|
2022
Q3 | $275K | Buy |
+6,020
| New | +$275K | 0.14% | 100 |
|