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Intrua Financial’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Intrua Financial’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 		$604K Sell
12,042
-5,861
-33% -$294K 0.06% 248
2026
Q1 		$897K Sell
17,903
-381
-2% -$19.1K 0.09% 168
2025
Q4 		$919K Buy
18,284
+3,875
+27% +$195K 0.1% 159
2025
Q3 		$724K Buy
+14,409
New +$724K 0.08% 193

Other funds holding GSY

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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

Intrua Financial's GSY Position: Q2 2026 in Review

Intrua Financial reduced its Invesco Ultra Short Duration ETF (GSY) stake by 33% in Q2 2026, selling an estimated $294K and leaving 12,042 shares worth $604K. The position accounts for 0.06% of the portfolio, ranked #248.

Intrua Financial first reported a position in GSY in Q3 2025 and has held it in 4 quarters since. The position peaked at $919K in Q4 2025. 156 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Intrua Financial held 12,042 shares of Invesco Ultra Short Duration ETF worth $604K as of Q2 2026.
  • Intrua Financial sold 5,861 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $294K.
  • Invesco Ultra Short Duration ETF made up 0.06% of Intrua Financial's portfolio in Q2 2026, its #248 holding.
  • Intrua Financial first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and has held it in 4 quarters since.
  • Intrua Financial's Invesco Ultra Short Duration ETF position peaked at $919K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.