Independent Advisor Alliance’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Independent Advisor Alliance’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	–	Sell	-807,000	Closed	-$40.4M	–	1293
2026 Q1	$40.4M	Buy	+807,000	New	+$40.6M	0.43%	46
2025 Q4	–	Sell	-4,239	Closed	-$213K	–	1027
2025 Q3	$213K	Sell	4,239 -1,392	-25%	-$69.9K	0.01%	871
2025 Q2	$282K	Sell	5,631 -2,385	-30%	-$120K	0.01%	738
2025 Q1	$402K	Sell	8,016 -360,370	-98%	-$18.1M	0.01%	580
2024 Q4	$18.5M	Buy	368,386 +360,370	+4,496%	+$18.1M	0.24%	84
2024 Q3	$402K	Hold	8,016	–	–	0.01%	499
2024 Q2	$400K	Hold	8,016	–	–	0.01%	507
2024 Q1	$400K	Buy	+8,016	New	+$400K	0.01%	501
2020 Q1	–	Sell	-51,545	Closed	-$2.6M	–	584
2019 Q4	$2.6M	Buy	+51,545	New	+$2.6M	0.11%	199

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

Independent Advisor Alliance's GSY Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 807,000 shares — an estimated $40.4M sold.

Independent Advisor Alliance first reported a position in GSY in Q4 2019 and held it in 9 quarters. The position peaked at $40.4M in Q1 2026. 299 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 807,000 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $40.4M.
Independent Advisor Alliance first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and held it in 9 quarters.
Independent Advisor Alliance's Invesco Ultra Short Duration ETF position peaked at $40.4M in Q1 2026.
299 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.