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SJS Investment Consulting’s Invesco Ultra Short Duration ETF GSY Stock Holding History

SJS Investment Consulting’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 		– Sell
-54
Closed -$2.71K – 2929
2026
Q1 		$2.71K Hold
54
– – ﹤0.01% 1198
2025
Q4 		$2.71K Buy
+54
New +$2.71K ﹤0.01% 1077
2025
Q2 		– Sell
-15
Closed -$752 – 1592
2025
Q1 		$752 Buy
+15
New +$752 ﹤0.01% 1103
2022
Q1 		$20K Hold
396
– – 0.01% 299
2021
Q4 		$20K Buy
+396
New +$19.9K 0.01% 274

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM

SJS Investment Consulting's GSY Position: Q2 2026 in Review

SJS Investment Consulting sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 54 shares — an estimated $2.71K sold.

SJS Investment Consulting first reported a position in GSY in Q4 2021 and held it in 5 quarters. The position peaked at $20K in Q1 2022. 192 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • SJS Investment Consulting reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • SJS Investment Consulting sold 54 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $2.71K.
  • SJS Investment Consulting first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 5 quarters.
  • SJS Investment Consulting's Invesco Ultra Short Duration ETF position peaked at $20K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.