Colonial River Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Colonial River 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	-46,351	Closed	-$2.32M	–	255
2026 Q1	$2.32M	Buy	46,351 +3,067	+7%	+$154K	0.83%	23
2025 Q4	$2.18M	Buy	43,284 +4,922	+13%	+$247K	0.78%	24
2025 Q3	$1.93M	Sell	38,362 -12,522	-25%	-$629K	0.71%	32
2025 Q2	$2.55M	Buy	50,884 +218	+0.4%	+$10.9K	1.1%	17
2025 Q1	$2.54M	Buy	+50,666	New	+$2.54M	1.4%	12

Other funds holding GSY

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 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

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Colonial River Investments's GSY Position: Q2 2026 in Review

Colonial River Investments sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 46,351 shares — an estimated $2.32M sold.

Colonial River Investments first reported a position in GSY in Q1 2025 and held it in 5 quarters. The position peaked at $2.55M in Q2 2025. 147 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Colonial River Investments reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
Colonial River Investments sold 46,351 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $2.32M.
Colonial River Investments first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and held it in 5 quarters.
Colonial River Investments's Invesco Ultra Short Duration ETF position peaked at $2.55M in Q2 2025.
147 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.