Claro Advisors
GTOS icon

Claro Advisors’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

Claro Advisors’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
2026
Q3 		– Sell
-8,338
Closed -$208K – 593
2026
Q2 		$208K Sell
8,338
-833
-9% -$20.8K 0.02% 512
2026
Q1 		$229K Sell
9,171
-2,051
-18% -$51.5K 0.03% 450
2025
Q4 		$282K Buy
11,222
+78
+0.7% +$1.96K 0.04% 341
2025
Q3 		$279K Buy
11,144
+240
+2% +$6.01K 0.04% 327
2025
Q2 		$272K Sell
10,904
-1,054
-9% -$26.2K 0.05% 314
2025
Q1 		$298K Sell
11,958
-678
-5% -$16.9K 0.04% 388
2024
Q4 		$315K Sell
12,636
-233
-2% -$5.82K 0.04% 348
2024
Q3 		$324K Sell
12,869
-34
-0.3% -$852 0.04% 358
2024
Q2 		$320K Sell
12,903
-363
-3% -$8.99K 0.05% 309
2024
Q1 		$329K Buy
13,266
+61
+0.5% +$1.52K 0.06% 305
2023
Q4 		$330K Buy
13,205
+39
+0.3% +$961 0.07% 272
2023
Q3 		$323K Sell
13,166
-378
-3% -$9.32K 0.08% 263
2023
Q2 		$334K Buy
13,544
+200
+1% +$4.97K 0.08% 247
2023
Q1 		$333K Buy
+13,344
New +$335K 0.1% 235

Other funds holding GTOS

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Mowery & Schoenfeld Wealth Management
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $89.6M AUM 24.45% 1-Year Est. Return
Sunrise Financial Services
Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Claro Advisors's GTOS Position: Q3 2026 in Review

Claro Advisors sold out of Invesco Short Duration Total Return Bond ETF (GTOS) in Q3 2026, closing a stake of 8,338 shares — an estimated $208K sold.

Claro Advisors first reported a position in GTOS in Q1 2023 and held it in 14 quarters. The position peaked at $334K in Q2 2023. 3 funds tracked by Wall St. Rank hold GTOS as of Q3 2026.

  • Claro Advisors reported no remaining Invesco Short Duration Total Return Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Claro Advisors sold 8,338 Invesco Short Duration Total Return Bond ETF shares in Q3 2026, an estimated $208K.
  • Claro Advisors first reported a position in Invesco Short Duration Total Return Bond ETF in Q1 2023 and held it in 14 quarters.
  • Claro Advisors's Invesco Short Duration Total Return Bond ETF position peaked at $334K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Invesco Short Duration Total Return Bond ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.