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

OneDigital Investment 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 		$1.4M Buy
27,906
+2,516
+10% +$126K 0.01% 622
2026
Q1 		$1.27M Buy
25,390
+12,127
+91% +$609K 0.01% 605
2025
Q4 		$666K Sell
13,263
-80
-0.6% -$4.02K 0.01% 831
2025
Q3 		$670K Buy
13,343
+1,150
+9% +$57.7K 0.01% 812
2025
Q2 		$611K Sell
12,193
-1,207
-9% -$60.5K 0.01% 829
2025
Q1 		$672K Sell
13,400
-3,720
-22% -$187K 0.01% 746
2024
Q4 		$858K Buy
17,120
+2,962
+21% +$149K 0.01% 684
2024
Q3 		$710K Sell
14,158
-1,863
-12% -$93.4K 0.01% 790
2024
Q2 		$799K Sell
16,021
-1,239
-7% -$61.9K 0.01% 702
2024
Q1 		$861K Buy
17,260
+186
+1% +$9.28K 0.01% 553
2023
Q4 		$852K Sell
17,074
-2,597
-13% -$129K 0.01% 532
2023
Q3 		$978K Buy
19,671
+1,491
+8% +$74.2K 0.02% 429
2023
Q2 		$902K Buy
18,180
+1,612
+10% +$80.1K 0.02% 435
2023
Q1 		$822K Sell
16,568
-845
-5% -$41.9K 0.02% 445
2022
Q4 		$861K Sell
17,413
-335
-2% -$16.5K 0.03% 387
2022
Q3 		$877K Sell
17,748
-585
-3% -$29K 0.03% 323
2022
Q2 		$908K Buy
18,333
+12,518
+215% +$622K 0.04% 277
2022
Q1 		$290K Hold
5,815
– – 0.01% 606
2021
Q4 		$292K Hold
5,815
– – 0.01% 607
2021
Q3 		$293K Hold
5,815
– – 0.01% 582
2021
Q2 		$294K Buy
+5,815
New +$294K 0.01% 562
2020
Q4 		– Sell
-4,265
Closed -$215K – 708
2020
Q3 		$215K Sell
4,265
-750
-15% -$37.9K 0.01% 534
2020
Q2 		$253K Hold
5,015
– – 0.02% 486
2020
Q1 		$247K Buy
5,015
+870
+21% +$43.6K 0.02% 417
2019
Q4 		$209K Sell
4,145
-2,835
-41% -$143K 0.02% 509
2019
Q3 		$352K Sell
6,980
-7,831
-53% -$395K 0.03% 345
2019
Q2 		$746K Buy
+14,811
New +$745K 0.06% 194

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

OneDigital Investment Advisors's GSY Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Invesco Ultra Short Duration ETF (GSY) stake by 9.9% in Q2 2026, buying an estimated $126K and bringing the position to 27,906 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #622.

OneDigital Investment Advisors first reported a position in GSY in Q2 2019 and has held it in 27 quarters since. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • OneDigital Investment Advisors held 27,906 shares of Invesco Ultra Short Duration ETF worth $1.4M as of Q2 2026.
  • OneDigital Investment Advisors bought 2,516 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $126K.
  • Invesco Ultra Short Duration ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #622 holding.
  • OneDigital Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q2 2019 and has held it in 27 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.