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 Q2	$7.85M	Buy	156,534 +45,209	+41%	+$2.27M	0.08%	267
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 $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

Atria Investments's GSY Position: Q2 2026 in Review

Atria Investments increased its Invesco Ultra Short Duration ETF (GSY) stake by 41% in Q2 2026, buying an estimated $2.27M and bringing the position to 156,534 shares worth $7.85M. The position accounts for 0.08% of the portfolio, ranked #267.

Atria Investments first reported a position in GSY in Q4 2018 and has held it in 7 quarters since. The position peaked at $9.08M in Q1 2020. 301 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Atria Investments held 156,534 shares of Invesco Ultra Short Duration ETF worth $7.85M as of Q2 2026.
Atria Investments bought 45,209 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $2.27M.
Invesco Ultra Short Duration ETF made up 0.08% of Atria Investments's portfolio in Q2 2026, its #267 holding.
Atria Investments first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 7 quarters since.
Atria Investments's Invesco Ultra Short Duration ETF position peaked at $9.08M in Q1 2020.
301 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.