GRP
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Global Retirement Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Global Retirement Partners’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 		$2.3M Buy
+45,853
New +$2.3M 0.04% 448
2025
Q4 		$3.75M Buy
74,661
+12,554
+20% +$631K 0.07% 270
2025
Q3 		$3.12M Buy
62,107
+4,643
+8% +$233K 0.07% 258
2025
Q2 		$2.88M Buy
+57,464
New +$2.88M 0.07% 248
2024
Q4 		$2.9M Buy
57,852
+8,812
+18% +$442K 0.08% 230
2024
Q3 		$2.46M Sell
49,040
-1,629
-3% -$81.6K 0.07% 255
2024
Q2 		$2.53M Sell
50,669
-1,670
-3% -$83.4K 0.08% 235
2024
Q1 		$2.61M Sell
52,339
-2,246
-4% -$112K 0.1% 206
2023
Q4 		$2.73M Sell
54,585
-5,151
-9% -$257K 0.11% 179
2023
Q3 		$2.97M Buy
59,736
+4,446
+8% +$221K 0.15% 137
2023
Q2 		$2.74M Buy
55,290
+200
+0.4% +$9.94K 0.13% 145
2023
Q1 		$2.74M Buy
55,090
+39,305
+249% +$1.95M 0.15% 147
2022
Q4 		$781K Buy
+15,785
New +$779K 0.05% 295
2020
Q4 		– Sell
-602
Closed -$30K – 1762
2020
Q3 		$30K Buy
+602
New +$30.4K ﹤0.01% 786

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

Global Retirement Partners's GSY Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 45,853 shares worth $2.3M. The stake represents 0.04% of the portfolio and ranks #448 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in GSY as recently as Q4 2025.

Global Retirement Partners first reported a position in GSY in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.75M in Q4 2025. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Global Retirement Partners held 45,853 shares of Invesco Ultra Short Duration ETF worth $2.3M as of Q2 2026.
  • Invesco Ultra Short Duration ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #448 holding.
  • Global Retirement Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and has held it in 14 quarters since.
  • Global Retirement Partners's Invesco Ultra Short Duration ETF position peaked at $3.75M in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.