EH
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Equitable Holdings’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Equitable Holdings’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 		$3.11M Buy
61,950
+20,255
+49% +$1.02M 0.02% 597
2026
Q1 		$2.1M Buy
41,695
+18,426
+79% +$926K 0.01% 703
2025
Q4 		$1.17M Buy
23,269
+7,377
+46% +$371K 0.01% 805
2025
Q3 		$798K Buy
15,892
+4,999
+46% +$251K 0.01% 909
2025
Q2 		$546K Buy
10,893
+2,037
+23% +$102K ﹤0.01% 975
2025
Q1 		$444K Buy
+8,856
New +$444K ﹤0.01% 951
2022
Q3 		– Sell
-4,404
Closed -$218K – 887
2022
Q2 		$218K Buy
+4,404
New +$219K ﹤0.01% 796
2022
Q1 		– Sell
-4,807
Closed -$242K – 887
2021
Q4 		$242K Sell
4,807
-7,346
-60% -$370K ﹤0.01% 773
2021
Q3 		$613K Sell
12,153
-2,363
-16% -$119K 0.01% 512
2021
Q2 		$733K Sell
14,516
-6,164
-30% -$311K 0.01% 443
2021
Q1 		$1.04M Sell
20,680
-1,485
-7% -$75.1K 0.02% 341
2020
Q4 		$1.12M Sell
22,165
-16,903
-43% -$854K 0.03% 302
2020
Q3 		$1.97M Sell
39,068
-24,999
-39% -$1.26M 0.05% 209
2020
Q2 		$3.23M Sell
64,067
-620
-1% -$31.1K 0.09% 137
2020
Q1 		$3.19M Sell
64,687
-1,074
-2% -$53.8K 0.11% 118
2019
Q4 		$3.31M Buy
+65,761
New +$3.32M 0.1% 129

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

Equitable Holdings's GSY Position: Q2 2026 in Review

Equitable Holdings increased its Invesco Ultra Short Duration ETF (GSY) stake by 49% in Q2 2026, buying an estimated $1.02M and bringing the position to 61,950 shares worth $3.11M. The position accounts for 0.02% of the portfolio, ranked #597.

Equitable Holdings first reported a position in GSY in Q4 2019 and has held it in 16 quarters since. The position peaked at $3.31M in Q4 2019. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Equitable Holdings held 61,950 shares of Invesco Ultra Short Duration ETF worth $3.11M as of Q2 2026.
  • Equitable Holdings bought 20,255 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $1.02M.
  • Invesco Ultra Short Duration ETF made up 0.02% of Equitable Holdings's portfolio in Q2 2026, its #597 holding.
  • Equitable Holdings first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and has held it in 16 quarters since.
  • Equitable Holdings's Invesco Ultra Short Duration ETF position peaked at $3.31M in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.