Foundations Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Foundations Investment Advisors’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	$856K	Sell	17,069 -1,086	-6%	-$54.5K	0.01%	617
2026 Q1	$910K	Sell	18,155 -6,175	-25%	-$310K	0.01%	545
2025 Q4	$1.22M	Sell	24,330 -11,099	-31%	-$558K	0.02%	454
2025 Q3	$1.78M	Buy	35,429 +30,278	+588%	+$1.52M	0.03%	334
2025 Q2	$258K	Sell	5,151 -17	-0.3%	-$852	﹤0.01%	796
2025 Q1	$259K	Sell	5,168 -1,386	-21%	-$69.5K	﹤0.01%	759
2024 Q4	$328K	Sell	6,554 -368	-5%	-$18.5K	0.01%	640
2024 Q3	$347K	Sell	6,922 -2,463	-26%	-$123K	0.01%	595
2024 Q2	$468K	Sell	9,385 -7,944	-46%	-$397K	0.01%	511
2024 Q1	$865K	Buy	17,329 +5,506	+47%	+$275K	0.02%	345
2023 Q4	$591K	Buy	+11,823	New	+$589K	0.02%	399

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Foundations Investment Advisors's GSY Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 6% in Q2 2026, selling an estimated $54.5K and leaving 17,069 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #617.

Foundations Investment Advisors first reported a position in GSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.78M in Q3 2025. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Foundations Investment Advisors held 17,069 shares of Invesco Ultra Short Duration ETF worth $856K as of Q2 2026.
Foundations Investment Advisors sold 1,086 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $54.5K.
Invesco Ultra Short Duration ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #617 holding.
Foundations Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $1.78M in Q3 2025.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.