Prospera Financial Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Prospera Financial 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	$233K	Buy	4,642 +23	+0.5%	+$1.15K	﹤0.01%	1344
2026 Q1	$232K	Buy	4,619 +16	+0.3%	+$804	﹤0.01%	1304
2025 Q4	$231K	Buy	4,603 +3	+0.1%	+$151	﹤0.01%	1241
2025 Q3	$231K	Hold	4,600	–	–	﹤0.01%	1241
2025 Q2	$231K	Buy	+4,600	New	+$231K	﹤0.01%	1215
2023 Q2	–	Sell	-4,157	Closed	-$206K	–	1038
2023 Q1	$206K	Sell	4,157 -3,400	-45%	-$169K	0.01%	896
2022 Q4	$374K	Sell	7,557 -548	-7%	-$27.1K	0.02%	625
2022 Q3	$400K	Buy	8,105 +1,945	+32%	+$96.4K	0.02%	586
2022 Q2	$305K	Sell	6,160 -3,770	-38%	-$187K	0.02%	626
2022 Q1	$495K	Sell	9,930 -25,056	-72%	-$1.25M	0.02%	596
2021 Q4	$1.76M	Buy	34,986 +12,616	+56%	+$635K	0.08%	291
2021 Q3	$1.13M	Buy	22,370 +386	+2%	+$19.5K	0.06%	337
2021 Q2	$1.11M	Buy	+21,984	New	+$1.11M	0.06%	353

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

Prospera Financial Services's GSY Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco Ultra Short Duration ETF (GSY) stake by 0.5% in Q2 2026, buying an estimated $1.15K and bringing the position to 4,642 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Prospera Financial Services first reported a position in GSY in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.76M in Q4 2021. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Prospera Financial Services held 4,642 shares of Invesco Ultra Short Duration ETF worth $233K as of Q2 2026.
Prospera Financial Services bought 23 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $1.15K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1344 holding.
Prospera Financial Services first reported a position in Invesco Ultra Short Duration ETF in Q2 2021 and has held it in 13 quarters since.
Prospera Financial Services's Invesco Ultra Short Duration ETF position peaked at $1.76M in Q4 2021.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.