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Atlanta Consulting Group Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Atlanta Consulting Group 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 		– Sell
-12,032
Closed -$603K – 189
2026
Q1 		$603K Buy
12,032
+162
+1% +$8.14K 0.13% 86
2025
Q4 		$596K Buy
+11,870
New +$597K 0.14% 82

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atlanta Consulting Group Advisors's GSY Position: Q2 2026 in Review

Atlanta Consulting Group Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 12,032 shares — an estimated $603K sold.

Atlanta Consulting Group Advisors first reported a position in GSY in Q4 2025 and held it in 2 quarters. The position peaked at $603K in Q1 2026. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Atlanta Consulting Group Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Atlanta Consulting Group Advisors sold 12,032 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $603K.
  • Atlanta Consulting Group Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and held it in 2 quarters.
  • Atlanta Consulting Group Advisors's Invesco Ultra Short Duration ETF position peaked at $603K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.