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
Q1 		$1.2M Buy
+47,913
New +$1.2M 1.83% 15

Other funds holding GTOS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $132M AUM
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return