Ownership history in ACIMA PRIVATE WEALTH, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which ACIMA PRIVATE WEALTH, LLC reported a position in INVESCO TOTAL RETURN BOND ETF (GTO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 274,278 | +43,858 | +19.0% | 4.04% | $13.0M | $47.06 |
| 2025 Q3 | ADDED | 230,420 | +22,665 | +10.9% | 3.43% | $10.9M | $46.58 |
| 2025 Q2 | REDUCED | 207,755 | -20,436 | -9.0% | 3.32% | $9.7M | $45.39 |
| 2025 Q1 | REDUCED | 228,191 | -52,231 | -18.6% | 3.84% | $10.7M | $44.92 |
| 2024 Q4 | ADDED | 280,422 | +23,810 | +9.3% | 4.38% | $13.0M | $43.91 |
| 2024 Q3 | ADDED | 256,612 | +7,856 | +3.2% | 4.15% | $12.4M | $45.22 |
| 2024 Q2 | ADDED | 248,756 | +3,285 | +1.3% | 4.24% | $11.5M | $42.96 |
| 2024 Q1 | INITIATED | 245,471 | — | — | 4.24% | $11.5M | — |
As of 2025 Q4 — sorted by position size