Cathy Pareto & Associates’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Cathy Pareto & Associates’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	$1.81M	Sell	36,133 -1,102	-3%	-$55.3K	1.06%	26
2026 Q1	$1.87M	Sell	37,235 -1,235	-3%	-$62.1K	1.25%	26
2025 Q4	$1.93M	Buy	38,470 +1,355	+4%	+$68.1K	1.34%	24
2025 Q3	$1.86M	Sell	37,115 -998	-3%	-$50.1K	1.41%	21
2025 Q2	$1.91M	Buy	38,113 +829	+2%	+$41.5K	1.58%	18
2025 Q1	$1.87M	Buy	37,284 +3,002	+9%	+$151K	1.65%	19
2024 Q4	$1.72M	Buy	+34,282	New	+$1.72M	1.58%	20

Other funds holding GSY

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $426M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cathy Pareto & Associates's GSY Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its Invesco Ultra Short Duration ETF (GSY) stake by 3% in Q2 2026, selling an estimated $55.3K and leaving 36,133 shares worth $1.81M. The position accounts for 1.06% of the portfolio, ranked #26.

Cathy Pareto & Associates first reported a position in GSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q4 2025. 70 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Cathy Pareto & Associates held 36,133 shares of Invesco Ultra Short Duration ETF worth $1.81M as of Q2 2026.
Cathy Pareto & Associates sold 1,102 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $55.3K.
Invesco Ultra Short Duration ETF made up 1.06% of Cathy Pareto & Associates's portfolio in Q2 2026, its #26 holding.
Cathy Pareto & Associates first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
Cathy Pareto & Associates's Invesco Ultra Short Duration ETF position peaked at $1.93M in Q4 2025.
70 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.