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Freedom Investment Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Freedom Investment Management’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 		$206K Buy
+4,098
New +$206K 0.06% 104
2025
Q3 		– Sell
-23,521
Closed -$1.18M – 363
2025
Q2 		$1.18M Sell
23,521
-1,755
-7% -$87.9K 0.09% 204
2025
Q1 		$1.27M Buy
25,276
+221
+0.9% +$11.1K 0.11% 174
2024
Q4 		$1.26M Sell
25,055
-282
-1% -$14.1K 0.1% 179
2024
Q3 		$1.27M Sell
25,337
-2,618
-9% -$131K 0.1% 188
2024
Q2 		$1.39M Sell
27,955
-8,906
-24% -$445K 0.11% 170
2024
Q1 		$1.84M Sell
36,861
-5,716
-13% -$285K 0.15% 135
2023
Q4 		$2.12M Buy
42,577
+28,454
+201% +$1.42M 0.17% 107
2023
Q3 		$702K Sell
14,123
-2,342
-14% -$116K 0.09% 291
2023
Q2 		$817K Sell
16,465
-31,136
-65% -$1.55M 0.09% 285
2023
Q1 		$2.36M Sell
47,601
-35,366
-43% -$1.76M 0.27% 84
2022
Q4 		$4.1M Sell
82,967
-14,262
-15% -$704K 0.46% 43
2022
Q3 		$4.8M Buy
97,229
+7,215
+8% +$358K 0.55% 26
2022
Q2 		$4.46M Buy
90,014
+915
+1% +$45.5K 0.48% 41
2022
Q1 		$4.44M Sell
89,099
-13,501
-13% -$676K 0.4% 57
2021
Q4 		$5.16M Sell
102,600
-794
-0.8% -$40K 0.38% 52
2021
Q3 		$5.22M Buy
103,394
+1,856
+2% +$93.7K 0.4% 41
2021
Q2 		$5.13M Buy
101,538
+8,530
+9% +$431K 0.38% 46
2021
Q1 		$4.7M Buy
+93,008
New +$4.7M 0.36% 51

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

Freedom Investment Management's GSY Position: Q2 2026 in Review

Freedom Investment Management opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 4,098 shares worth $206K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings. This is a return to the name: Freedom Investment Management previously reported a position in GSY as recently as Q2 2025.

Freedom Investment Management first reported a position in GSY in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.22M in Q3 2021. 301 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Freedom Investment Management held 4,098 shares of Invesco Ultra Short Duration ETF worth $206K as of Q2 2026.
  • Invesco Ultra Short Duration ETF was a new Freedom Investment Management position in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.06% of Freedom Investment Management's portfolio in Q2 2026, its #104 holding.
  • Freedom Investment Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and has held it in 19 quarters since.
  • Freedom Investment Management's Invesco Ultra Short Duration ETF position peaked at $5.22M in Q3 2021.
  • 301 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.