Triumph Capital Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Triumph Capital 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 Q2	$114K	Sell	2,280 -8,082	-78%	-$405K	0.02%	466
2026 Q1	$519K	Buy	10,362 +425	+4%	+$21.4K	0.11%	183
2025 Q4	$499K	Sell	9,937 -173	-2%	-$8.7K	0.11%	171
2025 Q3	$508K	Buy	10,110 +574	+6%	+$28.8K	0.14%	158
2025 Q2	$478K	Sell	9,536 -6,821	-42%	-$342K	0.14%	170
2025 Q1	$820K	Sell	16,357 -2,990	-15%	-$150K	0.27%	96
2024 Q4	$969K	Buy	+19,347	New	+$970K	0.33%	68

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Triumph Capital Management's GSY Position: Q2 2026 in Review

Triumph Capital Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 78% in Q2 2026, selling an estimated $405K and leaving 2,280 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #466.

Triumph Capital Management first reported a position in GSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $969K in Q4 2024. 302 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Triumph Capital Management held 2,280 shares of Invesco Ultra Short Duration ETF worth $114K as of Q2 2026.
Triumph Capital Management sold 8,082 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $405K.
Invesco Ultra Short Duration ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #466 holding.
Triumph Capital Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
Triumph Capital Management's Invesco Ultra Short Duration ETF position peaked at $969K in Q4 2024.
302 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.