Arkadios Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Arkadios Wealth Advisors’s Portfolio GSY Stock Details GSY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$338K	Sell	6,730 -11,598	-63%	-$582K	0.01%	1335
2026 Q1	$919K	Buy	+18,328	New	+$921K	0.02%	829
2021 Q4	–	Sell	-5,294	Closed	-$267K	–	1072
2021 Q3	$267K	Sell	5,294 -287	-5%	-$14.5K	0.04%	430
2021 Q2	$281K	Buy	5,581 +931	+20%	+$47K	0.03%	459
2021 Q1	$234K	Hold	4,650	–	–	0.04%	380
2020 Q4	$235K	Hold	4,650	–	–	0.05%	300
2020 Q3	$235K	Buy	4,650 +525	+13%	+$26.5K	0.12%	159
2020 Q2	$208K	Buy	4,125 +325	+9%	+$16.3K	0.12%	152
2020 Q1	$187K	Buy	3,800 +1,166	+44%	+$58.4K	0.12%	151
2019 Q4	$133K	Buy	+2,634	New	+$133K	0.08%	197

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkadios Wealth Advisors's GSY Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 63% in Q2 2026, selling an estimated $582K and leaving 6,730 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #1335.

Arkadios Wealth Advisors first reported a position in GSY in Q4 2019 and has held it in 10 quarters since. The position peaked at $919K in Q1 2026. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Arkadios Wealth Advisors held 6,730 shares of Invesco Ultra Short Duration ETF worth $338K as of Q2 2026.
Arkadios Wealth Advisors sold 11,598 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $582K.
Invesco Ultra Short Duration ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1335 holding.
Arkadios Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and has held it in 10 quarters since.
Arkadios Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $919K in Q1 2026.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.