SFS
GTOS

Sunrise Financial Services’s Invesco Short Duration Total Return Bond ETF GTOS Stock Holding History

Sunrise Financial Services’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 		$9.98K Sell
400
-200
-33% -$5K 0.01% 233
2026
Q1 		$15K Hold
600
– – 0.01% 201
2025
Q4 		$15.1K Buy
+600
New +$15.1K 0.01% 178

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
MSWM
Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois $73.4M AUM 34.46% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunrise Financial Services's GTOS Position: Q2 2026 in Review

Sunrise Financial Services reduced its Invesco Short Duration Total Return Bond ETF (GTOS) stake by 33% in Q2 2026, selling an estimated $5K and leaving 400 shares worth $9.98K. The position accounts for 0.01% of the portfolio, ranked #233.

Sunrise Financial Services first reported a position in GTOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.1K in Q4 2025. 8 funds tracked by Wall St. Rank hold GTOS as of Q2 2026.

  • Sunrise Financial Services held 400 shares of Invesco Short Duration Total Return Bond ETF worth $9.98K as of Q2 2026.
  • Sunrise Financial Services sold 200 Invesco Short Duration Total Return Bond ETF shares in Q2 2026, an estimated $5K.
  • Invesco Short Duration Total Return Bond ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #233 holding.
  • Sunrise Financial Services first reported a position in Invesco Short Duration Total Return Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Invesco Short Duration Total Return Bond ETF position peaked at $15.1K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Invesco Short Duration Total Return Bond ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.