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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Medallion Wealth Advisors's GSY Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 47% in Q1 2026, selling an estimated $951K and leaving 21,552 shares worth $1.08M. The position accounts for 0.35% of the portfolio, ranked #68.

Medallion Wealth Advisors first reported a position in GSY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.31M in Q2 2025. 293 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Medallion Wealth Advisors held 21,552 shares of Invesco Ultra Short Duration ETF worth $1.08M as of Q1 2026.
Medallion Wealth Advisors sold 18,924 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $951K.
Invesco Ultra Short Duration ETF made up 0.35% of Medallion Wealth Advisors's portfolio in Q1 2026, its #68 holding.
Medallion Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $2.31M in Q2 2025.
293 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.