Mowery & Schoenfeld Wealth Management, LLC / GTOS
Mowery & Schoenfeld Wealth Management, LLC’s Invesco Actively Managed Exc Position
Does Mowery & Schoenfeld Wealth Management, LLC own Invesco Actively Managed Exc (GTOS)? Yes — 47.9K shares worth $1M (+1.83% of its 13F portfolio) as of Q1 2026.
Position Value
$1M
Q1 2026
Shares
47.9K
% of Portfolio
+1.83%
Quarters Held
1
currently held
Position History GTOS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 47.9K | $1M | +1.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mowery & Schoenfeld Wealth Management, LLC’s full portfolio or all institutional holders of GTOS.