Medallion Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Medallion Wealth 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	$350K	Sell	6,982 -14,570	-68%	-$731K	0.11%	172
2026 Q1	$1.08M	Sell	21,552 -18,924	-47%	-$951K	0.35%	68
2025 Q4	$2.03M	Sell	40,476 -1,055	-3%	-$53K	0.68%	31
2025 Q3	$2.09M	Sell	41,531 -4,435	-10%	-$223K	0.74%	29
2025 Q2	$2.31M	Buy	45,966 +19,361	+73%	+$970K	0.89%	23
2025 Q1	$1.33M	Buy	26,605 +15,625	+142%	+$784K	0.61%	38
2024 Q4	$643K	Buy	+10,980	New	+$551K	0.32%	75

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

Medallion Wealth Advisors's GSY Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 68% in Q2 2026, selling an estimated $731K and leaving 6,982 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #172.

Medallion Wealth Advisors first reported a position in GSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q2 2025. 302 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Medallion Wealth Advisors held 6,982 shares of Invesco Ultra Short Duration ETF worth $350K as of Q2 2026.
Medallion Wealth Advisors sold 14,570 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $731K.
Invesco Ultra Short Duration ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #172 holding.
Medallion Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $2.31M in Q2 2025.
302 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.