BRWA
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B. Riley Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

B. Riley Wealth Advisors’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 		$531K Sell
10,590
-1,255
-11% -$63K 0.03% 451
2026
Q1 		$593K Sell
11,845
-640
-5% -$32.2K 0.04% 403
2025
Q4 		$627K Sell
12,485
-2,061
-14% -$104K 0.03% 455
2025
Q3 		$731K Sell
14,546
-789
-5% -$39.6K 0.04% 417
2025
Q2 		$769K Buy
+15,335
New +$768K 0.04% 406
2024
Q4 		$642K Buy
12,815
+2,621
+26% +$131K 0.02% 606
2024
Q3 		$512K Sell
10,194
-269
-3% -$13.5K 0.01% 737
2024
Q2 		$522K Sell
10,463
-1,770
-14% -$88.4K 0.01% 795
2024
Q1 		$608K Buy
12,233
+1,987
+19% +$99.2K 0.02% 703
2023
Q4 		$511K Sell
10,246
-1,987
-16% -$99K 0.01% 796
2023
Q3 		$608K Sell
12,233
-77
-0.6% -$3.83K 0.02% 703
2023
Q2 		$611K Sell
12,310
-647
-5% -$32.2K 0.01% 772
2023
Q1 		$643K Sell
12,957
-592
-4% -$29.4K 0.02% 710
2022
Q4 		$670K Sell
13,549
-7,758
-36% -$383K 0.02% 678
2022
Q3 		$1.05M Buy
+21,307
New +$1.06M 0.03% 492
2022
Q1 		– Sell
-49,236
Closed -$2.48M – 1440
2021
Q4 		$2.48M Sell
49,236
-3,993
-8% -$201K 0.07% 302
2021
Q3 		$2.69M Sell
53,229
-740
-1% -$37.4K 0.09% 266
2021
Q2 		$2.73M Sell
53,969
-8,026
-13% -$405K 0.09% 264
2021
Q1 		$3.13M Buy
+61,995
New +$3.13M 0.11% 211

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return