PCS
GSY icon

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
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 $7.25B AUM 20.71% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return