Foronjy Financial’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Foronjy Financial’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	$11.4M	Buy	228,248 +10,732	+5%	+$538K	4.21%	7
2026 Q1	$10.9M	Buy	217,516 +5,008	+2%	+$252K	4.53%	6
2025 Q4	$10.7M	Buy	212,508 +10,043	+5%	+$505K	4.46%	6
2025 Q3	$10.2M	Buy	202,465 +23,145	+13%	+$1.16M	4.46%	6
2025 Q2	$8.99M	Buy	+179,320	New	+$8.99M	4.21%	7

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Foronjy Financial's GSY Position: Q2 2026 in Review

Foronjy Financial increased its Invesco Ultra Short Duration ETF (GSY) stake by 4.9% in Q2 2026, buying an estimated $538K and bringing the position to 228,248 shares worth $11.4M. The position accounts for 4.21% of the portfolio, ranked #7.

Foronjy Financial first reported a position in GSY in Q2 2025 and has held it in 5 quarters since. 142 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Foronjy Financial held 228,248 shares of Invesco Ultra Short Duration ETF worth $11.4M as of Q2 2026.
Foronjy Financial bought 10,732 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $538K.
Invesco Ultra Short Duration ETF made up 4.21% of Foronjy Financial's portfolio in Q2 2026, its #7 holding.
Foronjy Financial first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
142 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.