AWE
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Avidian Wealth Enterprises’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.85M Buy
36,954
+29,898
+424% +$1.5M 0.05% 228
2026
Q2 		$354K Buy
+7,056
New +$354K 0.01% 554
2026
Q1 		– Sell
-9,988
Closed -$502K – 684
2025
Q4 		$502K Sell
9,988
-204
-2% -$10.3K 0.02% 376
2025
Q3 		$512K Sell
10,192
-396
-4% -$19.9K 0.02% 363
2025
Q2 		$531K Buy
+10,588
New +$531K 0.02% 320

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Avidian Wealth Enterprises's GSY Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Invesco Ultra Short Duration ETF (GSY) stake by 424% in Q3 2026, buying an estimated $1.5M and bringing the position to 36,954 shares worth $1.85M. The position accounts for 0.05% of the portfolio, ranked #228.

Avidian Wealth Enterprises first reported a position in GSY in Q2 2025 and has held it in 5 quarters since. 12 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • Avidian Wealth Enterprises held 36,954 shares of Invesco Ultra Short Duration ETF worth $1.85M as of Q3 2026.
  • Avidian Wealth Enterprises bought 29,898 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $1.5M.
  • Invesco Ultra Short Duration ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #228 holding.
  • Avidian Wealth Enterprises first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.