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

Atria Wealth Solutions’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
2025
Q2 		$29.1M Sell
580,333
-451,349
-44% -$22.6M 0.66% 18
2025
Q1 		$51.7M Buy
1,031,682
+247,257
+32% +$12.4M 0.62% 24
2024
Q4 		$39.3M Buy
784,425
+415,527
+113% +$20.8M 0.43% 39
2024
Q3 		$18.5M Sell
368,898
-61,118
-14% -$3.06M 0.2% 106
2024
Q2 		$21.5M Sell
430,016
-43,369
-9% -$2.17M 0.24% 88
2024
Q1 		$23.6M Sell
473,385
-339,343
-42% -$16.9M 0.27% 76
2023
Q4 		$40.5M Sell
812,728
-23,551
-3% -$1.17M 0.51% 28
2023
Q3 		$41.6M Buy
836,279
+250,834
+43% +$12.5M 0.58% 22
2023
Q2 		$29.1M Sell
585,445
-100,371
-15% -$4.99M 0.4% 42
2023
Q1 		$34M Buy
685,816
+416,878
+155% +$20.7M 0.5% 28
2022
Q4 		$13.3M Sell
268,938
-93,357
-26% -$4.61M 0.21% 107
2022
Q3 		$17.9M Buy
362,295
+28,718
+9% +$1.42M 0.31% 73
2022
Q2 		$16.5M Buy
333,577
+81,268
+32% +$4.04M 0.31% 73
2022
Q1 		$12.6M Buy
+252,309
New +$12.6M 0.21% 103

Other funds holding GSY

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Atria Wealth Solutions's GSY Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Ultra Short Duration ETF (GSY) stake by 44% in Q2 2025, selling an estimated $22.6M and leaving 580,333 shares worth $29.1M. The position accounts for 0.66% of the portfolio, ranked #18.

Atria Wealth Solutions first reported a position in GSY in Q1 2022 and has held it in 14 quarters since. The position peaked at $51.7M in Q1 2025. 265 funds tracked by Wall St. Rank hold GSY as of Q2 2025.

  • Atria Wealth Solutions held 580,333 shares of Invesco Ultra Short Duration ETF worth $29.1M as of Q2 2025.
  • Atria Wealth Solutions sold 451,349 Invesco Ultra Short Duration ETF shares in Q2 2025, an estimated $22.6M.
  • Invesco Ultra Short Duration ETF made up 0.66% of Atria Wealth Solutions's portfolio in Q2 2025, its #18 holding.
  • Atria Wealth Solutions first reported a position in Invesco Ultra Short Duration ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco Ultra Short Duration ETF position peaked at $51.7M in Q1 2025.
  • 265 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.