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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 0.03% 417
2025
Q2 		$769K Sell
15,335
-3,528
-19% -$177K 0.04% 406
2025
Q1 		$945K Buy
18,863
+6,048
+47% +$303K 0.03% 525
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

B. Riley Wealth Advisors's GSY Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 11% in Q2 2026, selling an estimated $63K and leaving 10,590 shares worth $531K. The position accounts for 0.03% of the portfolio, ranked #451.

B. Riley Wealth Advisors first reported a position in GSY in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.13M in Q1 2021. 299 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • B. Riley Wealth Advisors held 10,590 shares of Invesco Ultra Short Duration ETF worth $531K as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,255 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $63K.
  • Invesco Ultra Short Duration ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #451 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and has held it in 20 quarters since.
  • B. Riley Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $3.13M in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.