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Pinnacle Associates’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Pinnacle Associates’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 		$512K Sell
10,209
-1,512
-13% -$75.9K 0.01% 683
2026
Q1 		$587K Buy
11,721
+3,129
+36% +$157K 0.01% 622
2025
Q4 		$432K Hold
8,592
– – 0.01% 689
2025
Q3 		$432K Buy
8,592
+1,746
+26% +$87.7K 0.01% 672
2025
Q2 		$343K Buy
6,846
+1,724
+34% +$86.4K 0.01% 704
2025
Q1 		$257K Buy
5,122
+623
+14% +$31.2K ﹤0.01% 752
2024
Q4 		$225K Buy
+4,499
New +$226K ﹤0.01% 787

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

Pinnacle Associates's GSY Position: Q2 2026 in Review

Pinnacle Associates reduced its Invesco Ultra Short Duration ETF (GSY) stake by 13% in Q2 2026, selling an estimated $75.9K and leaving 10,209 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #683.

Pinnacle Associates first reported a position in GSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q1 2026. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Pinnacle Associates held 10,209 shares of Invesco Ultra Short Duration ETF worth $512K as of Q2 2026.
  • Pinnacle Associates sold 1,512 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $75.9K.
  • Invesco Ultra Short Duration ETF made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #683 holding.
  • Pinnacle Associates first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
  • Pinnacle Associates's Invesco Ultra Short Duration ETF position peaked at $587K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.