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 Q3	$9.42M	Sell	188,610 -39,638	-17%	-$1.99M	3.31%	8
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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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

Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return

Advocate Investing Services Woodbine, Maryland $128M AUM 17.45% 1-Year Est. Return

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

Foronjy Financial's GSY Position: Q3 2026 in Review

Foronjy Financial reduced its Invesco Ultra Short Duration ETF (GSY) stake by 17% in Q3 2026, selling an estimated $1.99M and leaving 188,610 shares worth $9.42M. The position accounts for 3.31% of the portfolio, ranked #8.

Foronjy Financial first reported a position in GSY in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.4M in Q2 2026. 111 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

Foronjy Financial held 188,610 shares of Invesco Ultra Short Duration ETF worth $9.42M as of Q3 2026.
Foronjy Financial sold 39,638 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $1.99M.
Invesco Ultra Short Duration ETF made up 3.31% of Foronjy Financial's portfolio in Q3 2026, its #8 holding.
Foronjy Financial first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and has held it in 6 quarters since.
Foronjy Financial's Invesco Ultra Short Duration ETF position peaked at $11.4M in Q2 2026.
111 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.