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Heritage Oak Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Heritage Oak Wealth 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 		$5.63M Sell
112,282
-49
-0% -$2.46K 1.66% 9
2026
Q1 		$5.63M Buy
+112,331
New +$5.64M 1.79% 11

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM

Heritage Oak Wealth Advisors's GSY Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 0.04% in Q2 2026, selling an estimated $2.46K and leaving 112,282 shares worth $5.63M. The position accounts for 1.66% of the portfolio, ranked #9.

Heritage Oak Wealth Advisors first reported a position in GSY in Q1 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Heritage Oak Wealth Advisors held 112,282 shares of Invesco Ultra Short Duration ETF worth $5.63M as of Q2 2026.
  • Heritage Oak Wealth Advisors sold 49 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $2.46K.
  • Invesco Ultra Short Duration ETF made up 1.66% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Heritage Oak Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.