Benjamin Edwards Inc’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Benjamin Edwards Inc’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	$1.47M	Buy	29,403 +5,765	+24%	+$289K	0.01%	664
2026 Q1	$1.18M	Sell	23,638 -6,496	-22%	-$326K	0.01%	695
2025 Q4	$1.51M	Buy	30,134 +2,752	+10%	+$138K	0.02%	592
2025 Q3	$1.38M	Buy	27,382 +5,625	+26%	+$282K	0.02%	592
2025 Q2	$1.09M	Buy	21,757 +1,283	+6%	+$64.3K	0.01%	601
2025 Q1	$1.03M	Buy	20,474 +5,499	+37%	+$276K	0.01%	569
2024 Q4	$750K	Sell	14,975 -3,594	-19%	-$180K	0.01%	702
2024 Q3	$932K	Buy	+18,569	New	+$931K	0.01%	620

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Benjamin Edwards Inc's GSY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Invesco Ultra Short Duration ETF (GSY) stake by 24% in Q2 2026, buying an estimated $289K and bringing the position to 29,403 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #664.

Benjamin Edwards Inc first reported a position in GSY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q4 2025. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Benjamin Edwards Inc held 29,403 shares of Invesco Ultra Short Duration ETF worth $1.47M as of Q2 2026.
Benjamin Edwards Inc bought 5,765 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $289K.
Invesco Ultra Short Duration ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #664 holding.
Benjamin Edwards Inc first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Invesco Ultra Short Duration ETF position peaked at $1.51M in Q4 2025.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.