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

Legacy Solutions LLC’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
Q3 		$2.04M Buy
40,946
+1,285
+3% +$64.4K 1.56% 15
2026
Q2 		$1.99M Buy
39,661
+3,612
+10% +$181K 1.61% 14
2026
Q1 		$1.81M Buy
36,049
+3,463
+11% +$174K 1.67% 15
2025
Q4 		$1.64M Buy
32,586
+2
+0% +$101 1.44% 15
2025
Q3 		$1.64M Buy
32,584
+2,447
+8% +$123K 1.47% 14
2025
Q2 		$1.51M Sell
30,137
-275
-0.9% -$13.8K 1.45% 14
2025
Q1 		$1.52M Buy
30,412
+2,693
+10% +$135K 1.68% 14
2024
Q4 		$1.39M Buy
+27,719
New +$1.39M 1.51% 14

Other funds holding GSY

JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Legacy Solutions LLC's GSY Position: Q3 2026 in Review

Legacy Solutions LLC increased its Invesco Ultra Short Duration ETF (GSY) stake by 3.2% in Q3 2026, buying an estimated $64.4K and bringing the position to 40,946 shares worth $2.04M. The position accounts for 1.56% of the portfolio, ranked #15.

Legacy Solutions LLC first reported a position in GSY in Q4 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • Legacy Solutions LLC held 40,946 shares of Invesco Ultra Short Duration ETF worth $2.04M as of Q3 2026.
  • Legacy Solutions LLC bought 1,285 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $64.4K.
  • Invesco Ultra Short Duration ETF made up 1.56% of Legacy Solutions LLC's portfolio in Q3 2026, its #15 holding.
  • Legacy Solutions LLC first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 8 quarters since.
  • 30 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.