Baird Financial Group
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Baird Financial Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Baird Financial Group’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 		$1.18M Sell
23,626
-1,652
-7% -$82.9K ﹤0.01% 1270
2026
Q1 		$1.27M Sell
25,278
-3,491
-12% -$175K ﹤0.01% 1196
2025
Q4 		$1.45M Buy
28,769
+5,934
+26% +$298K ﹤0.01% 1139
2025
Q3 		$1.15M Buy
22,835
+4,492
+24% +$226K ﹤0.01% 1212
2025
Q2 		$920K Sell
18,343
-1,124
-6% -$56.3K ﹤0.01% 1236
2025
Q1 		$976K Buy
19,467
+2,610
+15% +$131K ﹤0.01% 1189
2024
Q4 		$845K Buy
16,857
+823
+5% +$41.3K ﹤0.01% 1224
2024
Q3 		$805K Buy
16,034
+190
+1% +$9.52K ﹤0.01% 1238
2024
Q2 		$791K Buy
15,844
+626
+4% +$31.3K ﹤0.01% 1261
2024
Q1 		$759K Buy
15,218
+345
+2% +$17.2K ﹤0.01% 1247
2023
Q4 		$742K Sell
14,873
-135
-0.9% -$6.72K ﹤0.01% 1227
2023
Q3 		$746K Sell
15,008
-305
-2% -$15.2K ﹤0.01% 1198
2023
Q2 		$760K Buy
15,313
+1,580
+12% +$78.5K ﹤0.01% 1208
2023
Q1 		$681K Buy
13,733
+750
+6% +$37.2K ﹤0.01% 1213
2022
Q4 		$642K Sell
12,983
-285
-2% -$14.1K ﹤0.01% 1204
2022
Q3 		$655K Sell
13,268
-2,183
-14% -$108K ﹤0.01% 1194
2022
Q2 		$766K Buy
15,451
+4,166
+37% +$207K ﹤0.01% 1186
2022
Q1 		$562K Sell
11,285
-1,882
-14% -$94.2K ﹤0.01% 1360
2021
Q4 		$662K Sell
13,167
-2,202
-14% -$111K ﹤0.01% 1360
2021
Q3 		$776K Sell
15,369
-573
-4% -$28.9K ﹤0.01% 1304
2021
Q2 		$805K Buy
15,942
+1,279
+9% +$64.6K ﹤0.01% 1262
2021
Q1 		$740K Sell
14,663
-2,265
-13% -$114K ﹤0.01% 1237
2020
Q4 		$856K Sell
16,928
-4,423
-21% -$224K ﹤0.01% 1056
2020
Q3 		$1.08M Buy
21,351
+547
+3% +$27.6K ﹤0.01% 922
2020
Q2 		$1.05M Buy
20,804
+3,012
+17% +$151K ﹤0.01% 915
2020
Q1 		$877K Buy
17,792
+4,564
+35% +$229K ﹤0.01% 923
2019
Q4 		$666K Sell
13,228
-2,461
-16% -$124K ﹤0.01% 1089
2019
Q3 		$791K Sell
15,689
-2,805
-15% -$141K ﹤0.01% 1036
2019
Q2 		$932K Sell
18,494
-7,653
-29% -$385K ﹤0.01% 1012
2019
Q1 		$1.31M Buy
26,147
+3,473
+15% +$174K 0.01% 779
2018
Q4 		$1.14M Buy
+22,674
New +$1.14M 0.01% 764

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

Baird Financial Group's GSY Position: Q2 2026 in Review

Baird Financial Group reduced its Invesco Ultra Short Duration ETF (GSY) stake by 6.5% in Q2 2026, selling an estimated $82.9K and leaving 23,626 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1270.

Baird Financial Group first reported a position in GSY in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.45M in Q4 2025. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Baird Financial Group held 23,626 shares of Invesco Ultra Short Duration ETF worth $1.18M as of Q2 2026.
  • Baird Financial Group sold 1,652 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $82.9K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1270 holding.
  • Baird Financial Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 31 quarters since.
  • Baird Financial Group's Invesco Ultra Short Duration ETF position peaked at $1.45M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.