Mercer Global Advisors
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Mercer Global Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Mercer Global 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 		$1.79M Sell
35,786
-23,734
-40% -$1.19M ﹤0.01% 1404
2026
Q1 		$2.98M Sell
59,520
-9,513
-14% -$478K ﹤0.01% 1006
2025
Q4 		$3.47M Buy
69,033
+2,965
+4% +$149K 0.01% 858
2025
Q3 		$3.32M Sell
66,068
-67,903
-51% -$3.41M 0.01% 818
2025
Q2 		$6.72M Buy
133,971
+1,350
+1% +$67.6K 0.01% 496
2025
Q1 		$6.65M Buy
132,621
+980
+0.7% +$49.2K 0.02% 470
2024
Q4 		$6.6M Buy
131,641
+1,931
+1% +$96.8K 0.02% 467
2024
Q3 		$6.51M Sell
129,710
-93,158
-42% -$4.67M 0.02% 432
2024
Q2 		$11.1M Sell
222,868
-11,728
-5% -$585K 0.03% 284
2024
Q1 		$11.7M Sell
234,596
-7,632
-3% -$381K 0.03% 284
2023
Q4 		$12.1M Sell
242,228
-1,196
-0.5% -$59.6K 0.04% 273
2023
Q3 		$12.1M Sell
243,424
-120,383
-33% -$5.99M 0.05% 234
2023
Q2 		$18.1M Buy
363,807
+6,689
+2% +$332K 0.07% 185
2023
Q1 		$17.7M Buy
357,118
+10,946
+3% +$543K 0.08% 176
2022
Q4 		$17.1M Buy
346,172
+9,675
+3% +$478K 0.09% 176
2022
Q3 		$16.6M Sell
336,497
-16,647
-5% -$825K 0.1% 159
2022
Q2 		$17.5M Sell
353,144
-5,929
-2% -$295K 0.11% 150
2022
Q1 		$17.9M Sell
359,073
-43,202
-11% -$2.16M 0.11% 150
2021
Q4 		$20.2M Sell
402,275
-106,488
-21% -$5.36M 0.12% 130
2021
Q3 		$25.7M Buy
508,763
+310,180
+156% +$15.7M 0.18% 89
2021
Q2 		$10M Sell
198,583
-7,363
-4% -$372K 0.08% 192
2021
Q1 		$10.4M Sell
205,946
-273,503
-57% -$13.8M 0.09% 164
2020
Q4 		$24.3M Sell
479,449
-66,815
-12% -$3.38M 0.3% 57
2020
Q3 		$27.6M Buy
+546,264
New +$27.6M 0.41% 41
2020
Q2 		– Sell
-435,340
Closed -$21.5M – 1072
2020
Q1 		$21.5M Buy
+435,340
New +$21.8M 0.47% 40

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mercer Global Advisors's GSY Position: Q2 2026 in Review

Mercer Global Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 40% in Q2 2026, selling an estimated $1.19M and leaving 35,786 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Mercer Global Advisors first reported a position in GSY in Q1 2020 and has held it in 25 quarters since. The position peaked at $27.6M in Q3 2020. 299 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Mercer Global Advisors held 35,786 shares of Invesco Ultra Short Duration ETF worth $1.79M as of Q2 2026.
  • Mercer Global Advisors sold 23,734 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $1.19M.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1404 holding.
  • Mercer Global Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and has held it in 25 quarters since.
  • Mercer Global Advisors's Invesco Ultra Short Duration ETF position peaked at $27.6M in Q3 2020.
  • 299 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.