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Invesco Ultra Short Duration ETF
GSY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$198M -$19.1M -378,745 -9%
Bank of America
2
Bank of America
North Carolina
$143M -$54.3M -1,077,932 -27%
Wells Fargo
3
Wells Fargo
California
$140M +$39M +774,351 +39%
PAG
4
Pinnacle Advisory Group
Maryland
$65.9M -$34.6M -686,529 -34%
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$39.9M +$2.32M +46,029 +6%
LPL Financial
6
LPL Financial
California
$37.4M +$2.39M +47,378 +7%
BCMO
7
Buckingham Capital Management (Ohio)
Ohio
$34.8M +$2.77M +54,843 +9%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$27.9M – – –
GFPC
9
Global Financial Private Capital
Florida
$25.8M +$8.51M +168,873 +49%
IWA
10
Inspirion Wealth Advisors
Illinois
$24.8M +$24.8M +492,252 New
AG
11
Advisor Group
Arizona
$24.5M +$748K +14,842 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$22.9M +$158K +3,134 +0.7%
CCM
13
CWH Capital Management
Washington
$22.2M -$34K -675 -0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$22M +$2.18M +43,331 +11%
Truist Financial
15
Truist Financial
North Carolina
$21.8M +$21.8M +432,345 New
NA
16
Nottingham Advisors
New York
$21.1M +$645K +12,787 +3%
UBS Group
17
UBS Group
Switzerland
$18.1M +$1.23M +24,403 +7%
AP
18
Atwood & Palmer
Missouri
$17.7M +$260K +5,160 +1%
GLR
19
Great Lakes Retirement
Ohio
$17.7M +$17.7M +350,581 New
DA
20
Detalus Advisors
Missouri
$16.9M +$16.9M +334,653 New
BWL
21
Bogart Wealth LLC
Virginia
$16.6M +$16.6M +329,176 +243,834%
Renaissance Technologies
22
Renaissance Technologies
New York
$14.3M +$2.45M +48,674 +21%
JFM
23
Jackson Financial Management
California
$14.1M +$3.68M +73,064 +35%
RJA
24
Raymond James & Associates
Florida
$13.5M +$1.97M +39,041 +17%
VDFA
25
Vickerman & Driscoll Financial Advisors
Washington
$12M +$783K +15,521 +7%
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