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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
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

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

Gradient Investments's GSY Position: Q2 2026 in Review

Gradient Investments reduced its Invesco Ultra Short Duration ETF (GSY) stake by 6% in Q2 2026, selling an estimated $3.3M and leaving 1,034,198 shares worth $51.9M. The position accounts for 0.72% of the portfolio, ranked #37.

Gradient Investments first reported a position in GSY in Q2 2019 and has held it in 29 quarters since. The position peaked at $74.6M in Q1 2025. 299 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Gradient Investments held 1,034,198 shares of Invesco Ultra Short Duration ETF worth $51.9M as of Q2 2026.
  • Gradient Investments sold 65,876 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $3.3M.
  • Invesco Ultra Short Duration ETF made up 0.72% of Gradient Investments's portfolio in Q2 2026, its #37 holding.
  • Gradient Investments first reported a position in Invesco Ultra Short Duration ETF in Q2 2019 and has held it in 29 quarters since.
  • Gradient Investments's Invesco Ultra Short Duration ETF position peaked at $74.6M in Q1 2025.
  • 299 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.