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Legacy Investment Solutions’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.17M Buy
+23,292
New +$1.17M 0.61% 33
2024
Q4 		$3.33M Sell
66,312
-29,153
-31% -$1.46M 2.13% 15
2024
Q3 		$4.79M Buy
+95,465
New +$4.78M 2.79% 11

Other funds holding GSY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Legacy Investment Solutions's GSY Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2025: 23,292 shares worth $1.17M. The stake represents 0.61% of the portfolio and ranks #33 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in GSY as recently as Q4 2024.

Legacy Investment Solutions first reported a position in GSY in Q3 2024 and has held it in 3 quarters since. The position peaked at $4.79M in Q3 2024. 264 funds tracked by Wall St. Rank hold GSY as of Q2 2025.

  • Legacy Investment Solutions held 23,292 shares of Invesco Ultra Short Duration ETF worth $1.17M as of Q2 2025.
  • Invesco Ultra Short Duration ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Invesco Ultra Short Duration ETF made up 0.61% of Legacy Investment Solutions's portfolio in Q2 2025, its #33 holding.
  • Legacy Investment Solutions first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Invesco Ultra Short Duration ETF position peaked at $4.79M in Q3 2024.
  • 264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.