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Principal Securities’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Principal Securities’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 		$16.9M Buy
337,031
+19,979
+6% +$1M 0.2% 94
2026
Q1 		$15.9M Buy
317,052
+113,343
+56% +$5.7M 0.23% 80
2025
Q4 		$10.2M Buy
203,709
+5,827
+3% +$293K 0.16% 120
2025
Q3 		$9.94M Sell
197,882
-27,197
-12% -$1.37M 0.16% 115
2025
Q2 		$11.3M Buy
225,079
+35,694
+19% +$1.79M 0.21% 89
2025
Q1 		$9.49M Buy
189,385
+1,553
+0.8% +$77.9K 0.21% 95
2024
Q4 		$9.41M Buy
187,832
+9,618
+5% +$482K 0.21% 96
2024
Q3 		$8.94M Buy
178,214
+14,492
+9% +$726K 0.22% 90
2024
Q2 		$8.17M Sell
163,722
-46,891
-22% -$2.34M 0.23% 85
2024
Q1 		$10.5M Buy
210,613
+13,995
+7% +$699K 0.33% 61
2023
Q4 		$9.81M Buy
+196,618
New +$9.79M 0.37% 59

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

Principal Securities's GSY Position: Q2 2026 in Review

Principal Securities increased its Invesco Ultra Short Duration ETF (GSY) stake by 6.3% in Q2 2026, buying an estimated $1M and bringing the position to 337,031 shares worth $16.9M. The position accounts for 0.2% of the portfolio, ranked #94.

Principal Securities first reported a position in GSY in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Principal Securities held 337,031 shares of Invesco Ultra Short Duration ETF worth $16.9M as of Q2 2026.
  • Principal Securities bought 19,979 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $1M.
  • Invesco Ultra Short Duration ETF made up 0.2% of Principal Securities's portfolio in Q2 2026, its #94 holding.
  • Principal Securities first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.