Concurrent Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Concurrent Investment Advisors’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	$12.5M	Buy	249,569 +21,172	+9%	+$1.06M	0.11%	210
2026 Q1	$11.4M	Buy	228,397 +40,499	+22%	+$2.04M	0.12%	178
2025 Q4	$9.44M	Buy	187,898 +10,260	+6%	+$516K	0.11%	197
2025 Q3	$8.92M	Buy	177,638 +19,244	+12%	+$966K	0.15%	139
2025 Q2	$7.94M	Buy	158,394 +453	+0.3%	+$22.7K	0.15%	143
2025 Q1	$7.92M	Sell	157,941 -12,174	-7%	-$611K	0.19%	116
2024 Q4	$8.52M	Buy	170,115 +9,472	+6%	+$475K	0.23%	98
2024 Q3	$8.06M	Buy	160,643 +109,881	+216%	+$5.51M	0.24%	96
2024 Q2	$2.53M	Buy	50,762 +6,404	+14%	+$320K	0.08%	229
2024 Q1	$2.21M	Buy	44,358 +15,721	+55%	+$785K	0.09%	232
2023 Q4	$1.43M	Buy	+28,637	New	+$1.43M	0.07%	277

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

Concurrent Investment Advisors's GSY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco Ultra Short Duration ETF (GSY) stake by 9.3% in Q2 2026, buying an estimated $1.06M and bringing the position to 249,569 shares worth $12.5M. The position accounts for 0.11% of the portfolio, ranked #210.

Concurrent Investment Advisors first reported a position in GSY in Q4 2023 and has held it in 11 quarters since. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Concurrent Investment Advisors held 249,569 shares of Invesco Ultra Short Duration ETF worth $12.5M as of Q2 2026.
Concurrent Investment Advisors bought 21,172 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $1.06M.
Invesco Ultra Short Duration ETF made up 0.11% of Concurrent Investment Advisors's portfolio in Q2 2026, its #210 holding.
Concurrent Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and has held it in 11 quarters since.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.