Number of Shares
843,410.00
Current Holdings Value*
$39.55 Mil
% of Portfolio
5.06%
Total Estimate Gain
$-4.23 Mil
% of Total Estimate Gain
-9.59%

RTD Financial Advisors, Inc.'s Invesco Total Return Bond ETF Holding Summary

As of 2025-06-30, RTD Financial Advisors, Inc. held 843,410.00 shares of Invesco Total Return Bond ETF(GTO), totaling $39.55 Mil. This investment constitutes 5.06% of their stock portfolio, and RTD Financial Advisors, Inc. now holds 2% of the outstanding Invesco Total Return Bond ETF(GTO) stock.

The initial trade took place in 2021Q4. And since then RTD Financial Advisors, Inc. has made 12 purchases of GTO, at an average price of $51.51, for a total of 855,427.00 shares. In addition, there have been 2 sales at an average price of $46.31 for 12,017.00 shares. Based on historical transaction data and GTO's current price of $46.57, RTD Financial Advisors, Inc.'s estimated gain on his GTO holdings is $-4.23 Mil, reflecting a -9.59% gain to date.

RTD Financial Advisors, Inc. GTO ($46.57) Holding Chart

RTD Financial Advisors, Inc. GTO ($46.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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