Cyndeo Wealth Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Cyndeo Wealth Partners’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 Q3	$22.1M	Buy	442,920 +23,791	+6%	+$1.19M	1%	19
2026 Q2	$21M	Buy	419,129 +15,684	+4%	+$787K	0.99%	18
2026 Q1	$20.2M	Buy	403,445 +37,734	+10%	+$1.9M	1.06%	19
2025 Q4	$18.4M	Buy	365,711 +13,602	+4%	+$684K	0.99%	25
2025 Q3	$17.7M	Sell	352,109 -1,315	-0.4%	-$66K	0.98%	27
2025 Q2	$17.7M	Buy	353,424 +4,106	+1%	+$206K	1.05%	19
2025 Q1	$17.5M	Buy	349,318 +25,470	+8%	+$1.28M	1.15%	18
2024 Q4	$16.2M	Buy	323,848 +7,483	+2%	+$375K	1.1%	19
2024 Q3	$15.9M	Buy	+316,365	New	+$15.9M	1.11%	20

Other funds holding GSY

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

Cyndeo Wealth Partners's GSY Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Invesco Ultra Short Duration ETF (GSY) stake by 5.7% in Q3 2026, buying an estimated $1.19M and bringing the position to 442,920 shares worth $22.1M. The position accounts for 1% of the portfolio, ranked #19.

Cyndeo Wealth Partners first reported a position in GSY in Q3 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

Cyndeo Wealth Partners held 442,920 shares of Invesco Ultra Short Duration ETF worth $22.1M as of Q3 2026.
Cyndeo Wealth Partners bought 23,791 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $1.19M.
Invesco Ultra Short Duration ETF made up 1% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #19 holding.
Cyndeo Wealth Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 9 quarters since.
76 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.