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 Q3	$103K	Sell	2,063 -217	-10%	-$10.9K	0.02%	495
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

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $327M AUM 8.21% 1-Year Est. Return

Triumph Capital Management's GSY Position: Q3 2026 in Review

Triumph Capital Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 9.5% in Q3 2026, selling an estimated $10.9K and leaving 2,063 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #495.

Triumph Capital Management first reported a position in GSY in Q4 2024 and has held it in 8 quarters since. The position peaked at $969K in Q4 2024. 131 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

Triumph Capital Management held 2,063 shares of Invesco Ultra Short Duration ETF worth $103K as of Q3 2026.
Triumph Capital Management sold 217 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $10.9K.
Invesco Ultra Short Duration ETF made up 0.02% of Triumph Capital Management's portfolio in Q3 2026, its #495 holding.
Triumph Capital Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 8 quarters since.
Triumph Capital Management's Invesco Ultra Short Duration ETF position peaked at $969K in Q4 2024.
131 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.