Gradient Investments
GSY icon

Gradient Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Gradient Investments’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 		$51.7M Buy
1,034,881
+683
+0.1% +$34.2K 0.74% 35
2026
Q2 		$51.9M Sell
1,034,198
-65,876
-6% -$3.3M 0.72% 37
2026
Q1 		$55.1M Sell
1,100,074
-309,542
-22% -$15.6M 0.85% 28
2025
Q4 		$70.8M Sell
1,409,616
-28,572
-2% -$1.44M 1.12% 18
2025
Q3 		$72.2M Sell
1,438,188
-14,479
-1% -$727K 1.21% 18
2025
Q2 		$72.8M Sell
1,452,667
-36,711
-2% -$1.84M 1.33% 16
2025
Q1 		$74.6M Buy
1,489,378
+83,813
+6% +$4.2M 1.51% 15
2024
Q4 		$70.4M Buy
1,405,565
+26,390
+2% +$1.32M 1.43% 18
2024
Q3 		$69.2M Sell
1,379,175
-37,682
-3% -$1.89M 1.44% 17
2024
Q2 		$70.7M Buy
1,416,857
+153,607
+12% +$7.67M 1.59% 13
2024
Q1 		$63M Buy
1,263,250
+82,410
+7% +$4.11M 1.46% 16
2023
Q4 		$58.9M Buy
1,180,840
+349,788
+42% +$17.4M 1.42% 14
2023
Q3 		$41.3M Buy
831,052
+255,158
+44% +$12.7M 1.09% 20
2023
Q2 		$28.6M Buy
575,894
+190,460
+49% +$9.46M 0.74% 35
2023
Q1 		$19.1M Buy
385,434
+160,483
+71% +$7.96M 0.52% 50
2022
Q4 		$11.1M Buy
224,951
+100,168
+80% +$4.95M 0.35% 97
2022
Q3 		$6.16M Buy
124,783
+64,426
+107% +$3.19M 0.19% 127
2022
Q2 		$2.99M Buy
60,357
+23,250
+63% +$1.16M 0.09% 153
2022
Q1 		$1.85M Buy
37,107
+7,525
+25% +$377K 0.05% 158
2021
Q4 		$1.49M Sell
29,582
-10,555
-26% -$532K 0.04% 160
2021
Q3 		$2.03M Sell
40,137
-11,075
-22% -$559K 0.06% 161
2021
Q2 		$2.58M Sell
51,212
-18,607
-27% -$940K 0.08% 157
2021
Q1 		$3.52M Sell
69,819
-12,709
-15% -$642K 0.11% 146
2020
Q4 		$4.17M Sell
82,528
-1,573
-2% -$79.5K 0.18% 124
2020
Q3 		$4.25M Buy
84,101
+1,279
+2% +$64.6K 0.18% 122
2020
Q2 		$4.18M Buy
82,822
+82,648
+47,499% +$4.14M 0.19% 115
2020
Q1 		$9K Hold
174
– – ﹤0.01% 669
2019
Q4 		$9K Hold
174
– – ﹤0.01% 721
2019
Q3 		$9K Hold
174
– – ﹤0.01% 686
2019
Q2 		$9K Buy
+174
New +$8.76K ﹤0.01% 666

Other funds holding GSY

JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Gradient Investments's GSY Position: Q3 2026 in Review

Gradient Investments increased its Invesco Ultra Short Duration ETF (GSY) stake by 0.07% in Q3 2026, buying an estimated $34.2K and bringing the position to 1,034,881 shares worth $51.7M. The position accounts for 0.74% of the portfolio, ranked #35.

Gradient Investments first reported a position in GSY in Q2 2019 and has held it in 30 quarters since. The position peaked at $74.6M in Q1 2025. 32 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • Gradient Investments held 1,034,881 shares of Invesco Ultra Short Duration ETF worth $51.7M as of Q3 2026.
  • Gradient Investments bought 683 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $34.2K.
  • Invesco Ultra Short Duration ETF made up 0.74% of Gradient Investments's portfolio in Q3 2026, its #35 holding.
  • Gradient Investments first reported a position in Invesco Ultra Short Duration ETF in Q2 2019 and has held it in 30 quarters since.
  • Gradient Investments's Invesco Ultra Short Duration ETF position peaked at $74.6M in Q1 2025.
  • 32 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.