Root Financial Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Root Financial Partners’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	$10.2K	Buy	+205	New	+$10.3K	﹤0.01%	1899

Other funds holding GSY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Root Financial Partners's GSY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q3 2026: 205 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #1899 among its holdings.

250 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

Root Financial Partners held 205 shares of Invesco Ultra Short Duration ETF worth $10.2K as of Q3 2026.
Invesco Ultra Short Duration ETF was a new Root Financial Partners position in Q3 2026.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1899 holding.
250 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.