MSWM
GTOS

Mowery & Schoenfeld Wealth Management’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		$408K Sell
16,378
-31,535
-66% -$788K 0.56% 34
2026
Q1 		$1.2M Buy
+47,913
New +$1.2M 1.83% 15

Other funds holding GTOS

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $168M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's GTOS Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Invesco Short Duration Total Return Bond ETF (GTOS) stake by 66% in Q2 2026, selling an estimated $788K and leaving 16,378 shares worth $408K. The position accounts for 0.56% of the portfolio, ranked #34.

Mowery & Schoenfeld Wealth Management first reported a position in GTOS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.2M in Q1 2026. 8 funds tracked by Wall St. Rank hold GTOS as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 16,378 shares of Invesco Short Duration Total Return Bond ETF worth $408K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management sold 31,535 Invesco Short Duration Total Return Bond ETF shares in Q2 2026, an estimated $788K.
  • Invesco Short Duration Total Return Bond ETF made up 0.56% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Invesco Short Duration Total Return Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mowery & Schoenfeld Wealth Management's Invesco Short Duration Total Return Bond ETF position peaked at $1.2M in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Invesco Short Duration Total Return Bond ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.