Paladin Wealth’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Paladin Wealth’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	$996K	Sell	19,863 -278	-1%	-$13.9K	0.58%	55
2026 Q1	$1.01M	Sell	20,141 -4,192	-17%	-$211K	0.69%	45
2025 Q4	$1.22M	Buy	24,333 +1,638	+7%	+$82.3K	0.83%	37
2025 Q3	$1.14M	Sell	22,695 -1,135	-5%	-$57K	0.83%	39
2025 Q2	$1.19M	Sell	23,830 -1,365	-5%	-$68.4K	0.93%	33
2025 Q1	$1.26M	Buy	25,195 +577	+2%	+$28.9K	1.13%	28
2024 Q4	$1.23M	Sell	24,618 -5,559	-18%	-$279K	1.07%	24
2024 Q3	$1.51M	Buy	+30,177	New	+$1.51M	1.32%	19

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Paladin Wealth's GSY Position: Q2 2026 in Review

Paladin Wealth reduced its Invesco Ultra Short Duration ETF (GSY) stake by 1.4% in Q2 2026, selling an estimated $13.9K and leaving 19,863 shares worth $996K. The position accounts for 0.58% of the portfolio, ranked #55.

Paladin Wealth first reported a position in GSY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2024. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Paladin Wealth held 19,863 shares of Invesco Ultra Short Duration ETF worth $996K as of Q2 2026.
Paladin Wealth sold 278 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $13.9K.
Invesco Ultra Short Duration ETF made up 0.58% of Paladin Wealth's portfolio in Q2 2026, its #55 holding.
Paladin Wealth first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
Paladin Wealth's Invesco Ultra Short Duration ETF position peaked at $1.51M in Q3 2024.
300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.