PCS
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Private Client Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Private Client Services’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
Q3 		$347K Sell
6,947
-2,275
-25% -$114K 0.09% 161
2026
Q2 		$462K Sell
9,222
-1,828
-17% -$91.7K 0.12% 136
2026
Q1 		$554K Sell
11,050
-325
-3% -$16.3K 0.17% 106
2025
Q4 		$572K Buy
11,375
+354
+3% +$17.8K 0.18% 95
2025
Q3 		$554K Buy
11,021
+679
+7% +$34.1K 0.19% 99
2025
Q2 		$519K Buy
10,342
+1,305
+14% +$65.4K 0.2% 107
2025
Q1 		$453K Buy
9,037
+561
+7% +$28.1K 0.22% 96
2024
Q4 		$425K Buy
8,476
+2,138
+34% +$107K 0.23% 95
2024
Q3 		$318K Buy
+6,338
New +$318K 0.17% 113

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Private Client Services's GSY Position: Q3 2026 in Review

Private Client Services reduced its Invesco Ultra Short Duration ETF (GSY) stake by 25% in Q3 2026, selling an estimated $114K and leaving 6,947 shares worth $347K. The position accounts for 0.09% of the portfolio, ranked #161.

Private Client Services first reported a position in GSY in Q3 2024 and has held it in 9 quarters since. The position peaked at $572K in Q4 2025. 18 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • Private Client Services held 6,947 shares of Invesco Ultra Short Duration ETF worth $347K as of Q3 2026.
  • Private Client Services sold 2,275 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $114K.
  • Invesco Ultra Short Duration ETF made up 0.09% of Private Client Services's portfolio in Q3 2026, its #161 holding.
  • Private Client Services first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 9 quarters since.
  • Private Client Services's Invesco Ultra Short Duration ETF position peaked at $572K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.