Bank of Montreal’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

Bank of Montreal’s Portfolio GTOS Stock Details GTOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-30	Closed	-$756	–	4001
2024 Q3	$756	Buy	+30	New	+$752	﹤0.01%	3790
2024 Q1	–	Sell	-30	Closed	-$749	–	4417
2023 Q4	$749	Buy	+30	New	+$739	﹤0.01%	3920

Other funds holding GTOS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Bank of Montreal's GTOS Position: Q4 2024 in Review

Bank of Montreal sold out of Invesco Short Duration Total Return Bond ETF (GTOS) in Q4 2024, closing a stake of 30 shares — an estimated $756 sold.

Bank of Montreal first reported a position in GTOS in Q4 2023 and held it in 2 quarters. The position peaked at $756 in Q3 2024. 5 funds tracked by Wall St. Rank hold GTOS as of Q4 2024.

Bank of Montreal reported no remaining Invesco Short Duration Total Return Bond ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 30 Invesco Short Duration Total Return Bond ETF shares in Q4 2024, an estimated $756.
Bank of Montreal first reported a position in Invesco Short Duration Total Return Bond ETF in Q4 2023 and held it in 2 quarters.
Bank of Montreal's Invesco Short Duration Total Return Bond ETF position peaked at $756 in Q3 2024.
5 funds tracked by Wall St. Rank held Invesco Short Duration Total Return Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.