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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
$173M +$16.8M +334,529 +11%
Wells Fargo
2
Wells Fargo
California
$135M +$14.9M +297,335 +12%
LPL Financial
3
LPL Financial
California
$129M +$8.53M +170,124 +7%
GI
4
Gradient Investments
Minnesota
$70.4M +$1.32M +26,390 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$69.2M +$2.69M +53,708 +4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$57.4M -$13.8M -275,833 -19%
Renaissance Technologies
7
Renaissance Technologies
New York
$51.9M – – –
Bank of America
8
Bank of America
North Carolina
$49.9M -$26.2M -521,900 -34%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$42M +$3.35M +66,740 +9%
AWS
10
Atria Wealth Solutions
New York
$39.3M +$20.8M +415,527 +113%
AWM
11
Axxcess Wealth Management
California
$35.9M +$4.25M +84,754 +13%
Raymond James Financial
12
Raymond James Financial
Florida
$34.9M +$34.9M +696,449 New
CAAS
13
Capital Asset Advisory Services
Michigan
$33.5M +$2.46M +49,004 +8%
UBS Group
14
UBS Group
Switzerland
$31.1M +$5.34M +106,493 +21%
Osaic Holdings
15
Osaic Holdings
Arizona
$25.8M -$598K -11,928 -2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$25.1M +$7.03M +140,258 +39%
GT
17
Greenleaf Trust
Michigan
$24.3M +$3.05M +60,753 +14%
NWM
18
Napa Wealth Management
California
$23.7M +$23.7M +472,440 New
GIA
19
Gladstone Institutional Advisory
Florida
$20.7M -$1.58M -31,585 -7%
FMC
20
First Merchants Corp
Indiana
$19.7M +$5.97K +119 +0%
HNB
21
Huntington National Bank
Ohio
$19.4M – – –
IAA
22
Independent Advisor Alliance
North Carolina
$18.5M +$18.1M +360,370 +4,496%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$17.3M -$153K -3,043 -0.9%
CWP
24
Cyndeo Wealth Partners
Florida
$16.2M +$375K +7,483 +2%
JBA
25
Johnson Bixby & Associates
Washington
$16M -$417K -8,311 -3%
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