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Atwood & Palmer’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Atwood & Palmer’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 		$138K Hold
2,750
– – 0.01% 181
2026
Q1 		$138K Hold
2,750
– – 0.01% 178
2025
Q4 		$138K Hold
2,750
– – 0.01% 167
2025
Q3 		$138K Hold
2,750
– – 0.01% 174
2025
Q2 		$138K Sell
2,750
-1,050
-28% -$52.6K 0.01% 167
2025
Q1 		$190K Sell
3,800
-650
-15% -$32.6K 0.01% 154
2024
Q4 		$223K Hold
4,450
– – 0.02% 141
2024
Q3 		$223K Sell
4,450
-1,575
-26% -$78.9K 0.02% 143
2024
Q2 		$301K Sell
6,025
-325
-5% -$16.2K 0.02% 126
2024
Q1 		$317K Sell
6,350
-20,200
-76% -$1.01M 0.02% 125
2023
Q4 		$1.32M Hold
26,550
– – 0.11% 69
2023
Q3 		$1.32M Sell
26,550
-146,478
-85% -$7.29M 0.12% 68
2023
Q2 		$8.59M Sell
173,028
-2,850
-2% -$142K 0.77% 48
2023
Q1 		$8.72M Sell
175,878
-1,423
-0.8% -$70.6K 0.82% 47
2022
Q4 		$8.77M Sell
177,301
-10,428
-6% -$515K 0.79% 49
2022
Q3 		$9.27M Sell
187,729
-178,211
-49% -$8.83M 0.92% 42
2022
Q2 		$18.1M Sell
365,940
-14,066
-4% -$699K 1.77% 27
2022
Q1 		$18.9M Sell
380,006
-37,560
-9% -$1.88M 1.64% 26
2021
Q4 		$21M Buy
417,566
+3,244
+0.8% +$163K 1.76% 24
2021
Q3 		$20.9M Buy
414,322
+28,503
+7% +$1.44M 1.87% 21
2021
Q2 		$19.5M Sell
385,819
-3,010
-0.8% -$152K 1.75% 23
2021
Q1 		$19.6M Buy
388,829
+2,026
+0.5% +$102K 1.89% 23
2020
Q4 		$19.6M Buy
386,803
+23,658
+7% +$1.2M 2.1% 19
2020
Q3 		$18.3M Buy
363,145
+11,649
+3% +$588K 2.31% 18
2020
Q2 		$17.7M Buy
351,496
+6,027
+2% +$302K 2.4% 15
2020
Q1 		$17M Sell
345,469
-6,047
-2% -$303K 2.68% 12
2019
Q4 		$17.7M Buy
351,516
+5,160
+1% +$260K 2.28% 22
2019
Q3 		$17.5M Buy
346,356
+108,276
+45% +$5.46M 2.35% 17
2019
Q2 		$12M Buy
238,080
+5,325
+2% +$268K 1.62% 25
2019
Q1 		$11.7M Buy
232,755
+6,025
+3% +$302K 1.66% 24
2018
Q4 		$11.4M Sell
226,730
-8,470
-4% -$425K 1.8% 23
2018
Q3 		$11.8M Buy
235,200
+12,700
+6% +$638K 1.54% 25
2018
Q2 		$11.2M Buy
+222,500
New +$11.2M 1.53% 24

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM

Atwood & Palmer's GSY Position: Q2 2026 in Review

Atwood & Palmer held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 2,750 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #181.

Atwood & Palmer first reported a position in GSY in Q2 2018 and has held it in 33 quarters since. The position peaked at $21M in Q4 2021. 96 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Atwood & Palmer held 2,750 shares of Invesco Ultra Short Duration ETF worth $138K as of Q2 2026.
  • Atwood & Palmer left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #181 holding.
  • Atwood & Palmer first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and has held it in 33 quarters since.
  • Atwood & Palmer's Invesco Ultra Short Duration ETF position peaked at $21M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.