OPS
GSY icon

Orion Portfolio Solutions’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$273K Buy
+5,453
New +$273K ﹤0.01% 1668
2020
Q3 		– Sell
-96
Closed -$5K – 1080
2020
Q2 		$5K Sell
96
-12,974
-99% -$650K ﹤0.01% 1473
2020
Q1 		$644K Buy
+13,070
New +$655K 0.04% 171

Other funds holding GSY

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Orion Portfolio Solutions's GSY Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q1 2025: 5,453 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1668 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in GSY as recently as Q2 2020.

Orion Portfolio Solutions first reported a position in GSY in Q1 2020 and has held it in 3 quarters since. The position peaked at $644K in Q1 2020. 261 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

  • Orion Portfolio Solutions held 5,453 shares of Invesco Ultra Short Duration ETF worth $273K as of Q1 2025.
  • Invesco Ultra Short Duration ETF was a new Orion Portfolio Solutions position in Q1 2025.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1668 holding.
  • Orion Portfolio Solutions first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and has held it in 3 quarters since.
  • Orion Portfolio Solutions's Invesco Ultra Short Duration ETF position peaked at $644K in Q1 2020.
  • 261 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.