Phillip James Consulting’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

Phillip James Consulting’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	–	Sell	-14,540	Closed	-$296K	–	387
2026 Q1	$296K	Buy	+14,540	New	+$365K	0.22%	52

Other funds holding GTOS

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

MSWM

Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $73.4M AUM 34.46% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phillip James Consulting's GTOS Position: Q2 2026 in Review

Phillip James Consulting sold out of Invesco Short Duration Total Return Bond ETF (GTOS) in Q2 2026, closing a stake of 14,540 shares — an estimated $296K sold.

Phillip James Consulting first reported a position in GTOS in Q1 2026 and held it in 1 quarter. The position peaked at $296K in Q1 2026. 8 funds tracked by Wall St. Rank hold GTOS as of Q2 2026.

Phillip James Consulting reported no remaining Invesco Short Duration Total Return Bond ETF position as of Q2 2026 after selling out during the quarter.
Phillip James Consulting sold 14,540 Invesco Short Duration Total Return Bond ETF shares in Q2 2026, an estimated $296K.
Phillip James Consulting first reported a position in Invesco Short Duration Total Return Bond ETF in Q1 2026 and held it in 1 quarter.
Phillip James Consulting's Invesco Short Duration Total Return Bond ETF position peaked at $296K in Q1 2026.
8 funds tracked by Wall St. Rank held Invesco Short Duration Total Return Bond ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.