HM Payson & Co’s Invesco Ultra Short Duration ETF GSY Stock Holding History

HM Payson & Co’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	$50.1K	Hold	1,000	–	–	﹤0.01%	705
2026 Q1	$50.1K	Hold	1,000	–	–	﹤0.01%	683
2025 Q4	$50.3K	Hold	1,000	–	–	﹤0.01%	686
2025 Q3	$50.2K	Hold	1,000	–	–	﹤0.01%	691
2025 Q2	$50.1K	Hold	1,000	–	–	﹤0.01%	648
2025 Q1	$50.1K	Hold	1,000	–	–	﹤0.01%	646
2024 Q4	$50.1K	Hold	1,000	–	–	﹤0.01%	643
2024 Q3	$50.2K	Hold	1,000	–	–	﹤0.01%	629
2024 Q2	$49.9K	Hold	1,000	–	–	﹤0.01%	601
2024 Q1	$49.9K	Hold	1,000	–	–	﹤0.01%	596
2023 Q4	$49.9K	Buy	+1,000	New	+$49.8K	﹤0.01%	600

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HM Payson & Co's GSY Position: Q2 2026 in Review

HM Payson & Co held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 1,000 shares worth $50.1K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

HM Payson & Co first reported a position in GSY in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.3K in Q4 2025. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

HM Payson & Co held 1,000 shares of Invesco Ultra Short Duration ETF worth $50.1K as of Q2 2026.
HM Payson & Co left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
Invesco Ultra Short Duration ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #705 holding.
HM Payson & Co first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and has held it in 11 quarters since.
HM Payson & Co's Invesco Ultra Short Duration ETF position peaked at $50.3K in Q4 2025.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.