Atria Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Atria Investments’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 Q1	$5.58M	Buy	+111,325	New	+$5.59M	0.06%	339
2025 Q3	–	Sell	-21,497	Closed	-$1.08M	–	2075
2025 Q2	$1.08M	Buy	+21,497	New	+$1.08M	0.01%	992
2022 Q1	–	Sell	-36,187	Closed	-$1.82M	–	893
2021 Q4	$1.82M	Buy	+36,187	New	+$1.82M	0.03%	605
2020 Q2	–	Sell	-184,112	Closed	-$9.08M	–	642
2020 Q1	$9.08M	Buy	184,112 +44,028	+31%	+$2.21M	0.7%	33
2019 Q4	$7.06M	Buy	+140,084	New	+$7.06M	0.19%	107
2019 Q1	–	Sell	-4,495	Closed	-$225K	–	976
2018 Q4	$225K	Buy	+4,495	New	+$226K	0.01%	769

Other funds holding GSY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's GSY Position: Q1 2026 in Review

Atria Investments opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q1 2026: 111,325 shares worth $5.58M. The stake represents 0.06% of the portfolio and ranks #339 among its holdings. This is a return to the name: Atria Investments previously reported a position in GSY as recently as Q2 2025.

Atria Investments first reported a position in GSY in Q4 2018 and has held it in 6 quarters since. The position peaked at $9.08M in Q1 2020. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Atria Investments held 111,325 shares of Invesco Ultra Short Duration ETF worth $5.58M as of Q1 2026.
Invesco Ultra Short Duration ETF was a new Atria Investments position in Q1 2026.
Invesco Ultra Short Duration ETF made up 0.06% of Atria Investments's portfolio in Q1 2026, its #339 holding.
Atria Investments first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 6 quarters since.
Atria Investments's Invesco Ultra Short Duration ETF position peaked at $9.08M in Q1 2020.
292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.