Wealth Enhancement Advisory Services’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 | $9.6M | Sell |
205,289
-59,945
| -23% | -$2.8M | 0.02% | 644 |
|
|
2025
Q1 | $12.4M | Buy |
265,234
+89,016
| +51% | +$4.18M | 0.02% | 515 |
|
|
2024
Q4 | $8.18M | Buy |
176,218
+56,695
| +47% | +$2.63M | 0.02% | 624 |
|
|
2024
Q3 | $5.77M | Sell |
119,523
-1,312
| -1% | -$63.4K | 0.01% | 682 |
|
|
2024
Q2 | $5.6M | Sell |
120,835
-50,206
| -29% | -$2.33M | 0.01% | 656 |
|
|
2024
Q1 | $8.01M | Sell |
171,041
-18,785
| -10% | -$879K | 0.02% | 538 |
|
|
2023
Q4 | $8.97M | Buy |
189,826
+5,603
| +3% | +$265K | 0.03% | 462 |
|
|
2023
Q3 | $8.22M | Buy |
184,223
+179,620
| +3,902% | +$8.02M | 0.03% | 456 |
|
|
2023
Q2 | $214K | Buy |
+4,603
| New | +$214K | ﹤0.01% | 488 |
|