Smartleaf Asset Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Smartleaf Asset Management’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 Q1	$3.18M	Buy	63,508 +22,306	+54%	+$1.12M	0.11%	160
2025 Q4	$2.07M	Hold	41,202	–	–	0.08%	225
2025 Q3	$2.07M	Hold	41,202	–	–	0.13%	178
2025 Q2	$2.07M	Hold	41,202	–	–	0.18%	113
2025 Q1	$2.06M	Hold	41,202	–	–	0.2%	108
2024 Q4	$2.06M	Hold	41,202	–	–	0.21%	104
2024 Q3	$2.07M	Hold	41,202	–	–	0.25%	90
2024 Q2	$2.06M	Hold	41,202	–	–	0.34%	63
2024 Q1	$2.06M	Buy	+41,202	New	+$2.06M	0.4%	55

Other funds holding GSY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

AWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Smartleaf Asset Management's GSY Position: Q1 2026 in Review

Smartleaf Asset Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 54% in Q1 2026, buying an estimated $1.12M and bringing the position to 63,508 shares worth $3.18M. The position accounts for 0.11% of the portfolio, ranked #160.

Smartleaf Asset Management first reported a position in GSY in Q1 2024 and has held it in 9 quarters since. 293 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Smartleaf Asset Management held 63,508 shares of Invesco Ultra Short Duration ETF worth $3.18M as of Q1 2026.
Smartleaf Asset Management bought 22,306 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $1.12M.
Invesco Ultra Short Duration ETF made up 0.11% of Smartleaf Asset Management's portfolio in Q1 2026, its #160 holding.
Smartleaf Asset Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2024 and has held it in 9 quarters since.
293 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.