LaSalle St. Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

LaSalle St. Investment 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	–	Sell	-5,939	Closed	-$298K	–	438
2026 Q1	$298K	Buy	5,939 +349	+6%	+$17.5K	0.04%	301
2025 Q4	$280K	Buy	5,590 +49	+0.9%	+$2.46K	0.05%	281
2025 Q3	$278K	Buy	5,541 +1,051	+23%	+$52.8K	0.05%	264
2025 Q2	$225K	Buy	4,490 +10	+0.2%	+$501	0.06%	292
2025 Q1	$224K	Sell	4,480 -100	-2%	-$5.01K	0.05%	279
2024 Q4	$229K	Buy	+4,580	New	+$230K	0.07%	242

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

LaSalle St. Investment Advisors's GSY Position: Q2 2026 in Review

LaSalle St. Investment Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 5,939 shares — an estimated $298K sold.

LaSalle St. Investment Advisors first reported a position in GSY in Q4 2024 and held it in 6 quarters. The position peaked at $298K in Q1 2026. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

LaSalle St. Investment Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
LaSalle St. Investment Advisors sold 5,939 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $298K.
LaSalle St. Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and held it in 6 quarters.
LaSalle St. Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $298K in Q1 2026.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.