CA
GTOS

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
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

MSWM
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $73.4M AUM 34.46% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Claro Advisors's GTOS Position: Q2 2026 in Review

Claro Advisors reduced its Invesco Short Duration Total Return Bond ETF (GTOS) stake by 9.1% in Q2 2026, selling an estimated $20.8K and leaving 8,338 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #512.

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

  • Claro Advisors held 8,338 shares of Invesco Short Duration Total Return Bond ETF worth $208K as of Q2 2026.
  • Claro Advisors sold 833 Invesco Short Duration Total Return Bond ETF shares in Q2 2026, an estimated $20.8K.
  • Invesco Short Duration Total Return Bond ETF made up 0.02% of Claro Advisors's portfolio in Q2 2026, its #512 holding.
  • Claro Advisors first reported a position in Invesco Short Duration Total Return Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • 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 Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.