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Sound Income Strategies’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sound Income Strategies’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
-186
Closed -$9.32K – 1260
2026
Q1 		$9.32K Hold
186
– – ﹤0.01% 1539
2025
Q4 		$9.37K Sell
186
-1,738
-90% -$87.4K ﹤0.01% 1505
2025
Q3 		$96.7K Buy
+1,924
New +$96.6K 0.01% 412

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Sound Income Strategies's GSY Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 186 shares — an estimated $9.32K sold.

Sound Income Strategies first reported a position in GSY in Q3 2025 and held it in 3 quarters. The position peaked at $96.7K in Q3 2025. 242 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 186 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $9.32K.
  • Sound Income Strategies first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Invesco Ultra Short Duration ETF position peaked at $96.7K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.