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Brinker Capital Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Brinker Capital Investments’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 		– Sell
-14,283
Closed -$716K – 1995
2026
Q1 		$716K Buy
14,283
+10,261
+255% +$516K 0.01% 1307
2025
Q4 		$202K Buy
+4,022
New +$202K ﹤0.01% 2021
2025
Q2 		– Sell
-5,453
Closed -$273K – 2013
2025
Q1 		$273K Buy
+5,453
New +$273K ﹤0.01% 1668

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

Brinker Capital Investments's GSY Position: Q2 2026 in Review

Brinker Capital Investments sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 14,283 shares — an estimated $716K sold.

Brinker Capital Investments first reported a position in GSY in Q1 2025 and held it in 3 quarters. The position peaked at $716K in Q1 2026. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Brinker Capital Investments reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 14,283 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $716K.
  • Brinker Capital Investments first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and held it in 3 quarters.
  • Brinker Capital Investments's Invesco Ultra Short Duration ETF position peaked at $716K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.