First Heartland Consultants’s Invesco Ultra Short Duration ETF GSY Stock Holding History

First Heartland Consultants’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	$320K	Sell	6,373 -1,279	-17%	-$64.2K	0.02%	445
2026 Q1	$384K	Buy	7,652 +598	+8%	+$30.1K	0.03%	341
2025 Q4	$354K	Buy	7,054 +22	+0.3%	+$1.11K	0.03%	375
2025 Q3	$353K	Buy	7,032 +972	+16%	+$48.8K	0.03%	368
2025 Q2	$304K	Buy	6,060 +404	+7%	+$20.2K	0.03%	385
2025 Q1	$284K	Buy	+5,656	New	+$284K	0.03%	356
2018 Q3	–	Sell	-4,000	Closed	-$201K	–	251
2018 Q2	$201K	Buy	+4,000	New	+$201K	0.07%	230

Other funds holding GSY

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

Wealth Intelligence Columbus, Georgia $215M AUM

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

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return