Sage Advisory Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sage Advisory 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	$2.91M	Buy	58,090 +5,711	+11%	+$287K	1.43%	22
2026 Q1	$2.63M	Buy	52,379 +2	+0%	+$101	1.44%	22
2025 Q4	$2.63M	Buy	52,377 +1,725	+3%	+$86.7K	1.43%	22
2025 Q3	$2.54M	Sell	50,652 -82	-0.2%	-$4.12K	1.33%	24
2025 Q2	$2.54M	Sell	50,734 -70	-0.1%	-$3.51K	1.39%	21
2025 Q1	$2.55M	Sell	50,804 -1,234	-2%	-$61.9K	1.5%	20
2024 Q4	$2.61M	Sell	52,038 -42,944	-45%	-$2.15M	1.55%	20
2024 Q3	$4.74M	Hold	94,982	–	–	1.33%	20
2024 Q2	$4.74M	Sell	94,982 -771	-0.8%	-$38.5K	1.33%	20
2024 Q1	$4.78M	Sell	95,753 -27,385	-22%	-$1.37M	1.3%	20
2023 Q4	$6.14M	Sell	123,138 -12,951	-10%	-$645K	1.65%	23
2023 Q3	$6.76M	Buy	136,089 +40,000	+42%	+$1.99M	1.89%	21
2023 Q2	$4.77M	Buy	+96,089	New	+$4.78M	1.39%	20

Other funds holding GSY

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $426M AUM

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

RHP

Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sage Advisory Services's GSY Position: Q2 2026 in Review

Sage Advisory Services increased its Invesco Ultra Short Duration ETF (GSY) stake by 11% in Q2 2026, buying an estimated $287K and bringing the position to 58,090 shares worth $2.91M. The position accounts for 1.43% of the portfolio, ranked #22.

Sage Advisory Services first reported a position in GSY in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.76M in Q3 2023. 136 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Sage Advisory Services held 58,090 shares of Invesco Ultra Short Duration ETF worth $2.91M as of Q2 2026.
Sage Advisory Services bought 5,711 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $287K.
Invesco Ultra Short Duration ETF made up 1.43% of Sage Advisory Services's portfolio in Q2 2026, its #22 holding.
Sage Advisory Services first reported a position in Invesco Ultra Short Duration ETF in Q2 2023 and has held it in 13 quarters since.
Sage Advisory Services's Invesco Ultra Short Duration ETF position peaked at $6.76M in Q3 2023.
136 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.