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Invesco Short Duration Total (GTOS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wagner Wealth Management, LLC
DECREASED
Shares3,331 from 6,668
Change-3,337 (-50%)
Value$81.9K (-$84.4K)
Filed 2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
DECREASED
Shares1,589 from 16,378
Change-14,789 (-90%)
Value$39.1K (-$369.4K)
Filed 2026-10-28
Sunrise Financial Services, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$9.8K (-$140)
Filed 2026-10-21
Claro Advisors Inc.
CLOSED
Shares0 from 8,338
Change-8,338 (-100%)
Value$0 (-$207.9K)
Filed 2026-11-02
Invesco Ltd.
N/A
Shares— from 4,246,700
Change-4,246,700 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 74,408
Change-74,408 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 45,885
Change-45,885 (-100%)
Value—
UBS Group AG
N/A
Shares— from 305
Change-305 (-100%)
Value—
Status
Wagner Wealth Management, LLC
DECREASED3,3316,668-3,337-50%$166.3K$81.9K-$84.4K2026-10-21
Mowery & Schoenfeld Wealth Management, LLC
DECREASED1,58916,378-14,789-90%$408.5K$39.1K-$369.4K2026-10-28
Sunrise Financial Services, LLC
UNCHANGED40040000%$10.0K$9.8K-$1402026-10-21
Claro Advisors Inc.
CLOSED08,338-8,338-100%$207.9K$0-$207.9K2026-11-02
Invesco Ltd.
N/A—4,246,700-4,246,700-100%$105.9M———
Susquehanna International Group, LLP
N/A—74,408-74,408-100%$1.9M———
Citadel Advisors LLC
N/A—45,885-45,885-100%$1.1M———
UBS Group AG
N/A—305-305-100%$7.6K———
Showing 8 of 8 institutions