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

NewEdge 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 		$5.47M Buy
109,011
+32,747
+43% +$1.64M 0.02% 737
2026
Q1 		$3.82M Buy
76,264
+18,039
+31% +$906K 0.01% 797
2025
Q4 		$2.93M Buy
58,225
+26,436
+83% +$1.33M 0.01% 884
2025
Q3 		$1.6M Buy
31,789
+12,635
+66% +$634K 0.01% 1137
2025
Q2 		$960K Sell
19,154
-433
-2% -$21.7K 0.01% 1318
2025
Q1 		$982K Buy
19,587
+1,006
+5% +$50.5K 0.01% 1193
2024
Q4 		$931K Buy
18,581
+1,785
+11% +$89.5K 0.01% 1199
2024
Q3 		$843K Sell
16,796
-7,769
-32% -$389K 0.01% 1182
2024
Q2 		$1.23M Sell
24,565
-20,360
-45% -$1.02M 0.01% 973
2024
Q1 		$2.24M Sell
44,925
-57,136
-56% -$2.85M 0.02% 647
2023
Q4 		$5.09M Buy
102,061
+95,641
+1,490% +$4.76M 0.05% 347
2023
Q3 		$319K Buy
+6,420
New +$319K ﹤0.01% 1394
2023
Q1 		– Sell
-9,225
Closed -$456K – 3725
2022
Q4 		$456K Sell
9,225
-475
-5% -$23.5K 0.01% 824
2022
Q3 		$479K Hold
9,700
– – 0.01% 988
2022
Q2 		$481K Buy
+9,700
New +$482K 0.01% 1003
2022
Q1 		– Sell
-9,700
Closed -$488K – 1349
2021
Q4 		$488K Buy
+9,700
New +$488K 0.01% 1088

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

NewEdge Advisors's GSY Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco Ultra Short Duration ETF (GSY) stake by 43% in Q2 2026, buying an estimated $1.64M and bringing the position to 109,011 shares worth $5.47M. The position accounts for 0.02% of the portfolio, ranked #737.

NewEdge Advisors first reported a position in GSY in Q4 2021 and has held it in 16 quarters since. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • NewEdge Advisors held 109,011 shares of Invesco Ultra Short Duration ETF worth $5.47M as of Q2 2026.
  • NewEdge Advisors bought 32,747 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $1.64M.
  • Invesco Ultra Short Duration ETF made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #737 holding.
  • NewEdge Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and has held it in 16 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.