Invesco Ultra Short DurationGSYETF
13F holders, Q4 2024 (December 31)251holders +27
29new positions
16sold out
3famous investors
$49.99avg. 13F price*
At the end of Q4 2024, 251 institutions reported holding Invesco Ultra Short Duration (GSY) in their 13F filings, up 27 from Q3 2024. 29 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($173.3M), Wells Fargo & Company ($135.2M) and LPL Financial LLC ($129.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Ultra Short Duration
- CUSIP
- 46090A887
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $56.7M |
| Exits | 16 | $23.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,308,525 shares bought and 2,024,157 shares sold, net +2,284,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 251 holders
| Morgan Stanley | 0.01% | Add +10.7% | 3,459,192 | $173.3M |
| Wells Fargo & Company | 0.03% | Add +12.4% | 2,698,881 | $135.2M |
| LPL Financial LLC | 0.05% | Add +7.1% | 2,576,173 | $129.1M |
| Gradient Investments LLC | 1.43% | Add +1.9% | 1,405,565 | $70.4M |
| JPMorgan Chase & Co. | 0.01% | Add +4.0% | 1,380,886 | $69.2M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -19.4% | 1,144,956 | $57.4M |
| Renaissance Technologies | 0.08% | No change | 1,035,800 | $51.9M |
| Bank of America Corp. | 0.00% | Reduce -34.4% | 996,164 | $49.9M |
| Cetera Investment Advisers | 0.09% | Add +8.6% | 838,934 | $42.0M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +112.6% | 784,425 | $39.3M |
| Axxcess Wealth Management, LLC | 0.89% | Add +13.4% | 715,665 | $35.9M |
| Raymond James Financial Inc. | 0.01% | — | 696,449 | $34.9M |
| Capital Asset Advisory Services LLC | 1.65% | Add +7.9% | 668,072 | $33.5M |
| UBS Group AG | 0.01% | Add +20.7% | 620,524 | $31.1M |
| Osaic Holdings, Inc. | 0.06% | Reduce -2.3% | 515,057 | $25.8M |
| Cwm, LLC | 0.10% | Add +38.8% | 501,561 | $25.1M |
| Greenleaf Trust | 0.22% | Add +14.3% | 484,301 | $24.3M |
| Napa Wealth Management | 10.23% | New | 472,440 | $23.7M |
| Gladstone Institutional Advisory LLC | 0.96% | Reduce -7.1% | 412,561 | $20.7M |
| First Merchants Corp. | 0.76% | Add +0.0% | 393,800 | $19.7M |
| Independent Advisor Alliance | 0.24% | Add +4495.6% | 368,386 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.9% | 344,395 | $17.3M |
| Cyndeo Wealth Partners, LLC | 1.10% | Add +2.4% | 323,848 | $16.2M |
| Johnson Bixby & Associates, LLC | 2.45% | Reduce -2.5% | 320,119 | $16.0M |
| Fifth Third Securities, Inc. | 1.26% | Add +61.3% | 295,703 | $14.8M |
| Great Lakes Retirement, Inc. | 1.52% | Add +0.4% | 235,007 | $11.8M |
| Capstone Wealth Management Group, LLC | 6.26% | New | 233,300 | $11.7M |
| Creative Planning | 0.01% | Reduce -9.1% | 196,776 | $9.9M |
| Principal Securities, Inc. | 0.21% | Add +5.4% | 187,832 | $9.4M |
| Private Advisor Group, LLC | 0.05% | Add +10.2% | 187,543 | $9.4M |
| Guidance Capital, Inc. | 2.85% | Add +8.3% | 186,112 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +45.0% | 170,887 | $8.6M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +5.9% | 170,115 | $8.5M |
| Avestar Capital, LLC | 0.77% | Reduce -50.1% | 168,901 | $8.5M |
| Scotia Capital Inc. | 0.04% | Add +4.7% | 162,511 | $8.1M |
| Drive Wealth Management, LLC | 1.88% | Reduce -6.4% | 153,041 | $7.7M |
| Ameritas Advisory Services, LLC | 0.26% | Reduce -45.3% | 151,740 | $7.6M |
| WESCAP Management Group, Inc. | 1.60% | Reduce -6.1% | 131,684 | $6.6M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.5% | 131,641 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +24.3% | 127,504 | $6.4M |
| Capital Advisors, Ltd. LLC | 0.80% | Add +3.6% | 125,990 | $6.3M |
| Beacon Investment Advisory Services, Inc. | 0.27% | Add +92.6% | 122,792 | $6.2M |
| Flow Traders U.S. LLC | 0.24% | Add +57.1% | 121,932 | $6.1M |
| 1 North Wealth Services LLC | 2.57% | — | 121,038 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.1% | 117,594 | $5.9M |
| McNaughton Wealth Management, LLC | 2.74% | Add +32.8% | 113,510 | $5.7M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -3.4% | 113,480 | $5.7M |
| Sterling Financial Group, Inc. | 2.10% | New | 112,663 | $5.6M |
| Wealthcare Advisory Partners LLC | 0.15% | Add +36.1% | 105,254 | $5.3M |
| Daner Wealth Management, LLC | 3.64% | — | 99,155 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +355.4% | 93,375 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -19.1% | 92,322 | $4.6M |
| Advocacy Wealth Management, LLC | 0.35% | Reduce -7.9% | 91,922 | $4.6M |
| D.A. Davidson & Co. | 0.03% | Reduce -11.4% | 84,481 | $4.2M |
| MML Investors Services, LLC | 0.01% | Reduce -1.9% | 82,069 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | Add +33.4% | 76,951 | $3.9M |
| Brown Financial Advisors | 1.43% | Reduce -0.5% | 71,190 | $3.6M |
| TruWealth Advisors, LLC | 0.20% | Reduce -6.8% | 66,643 | $3.3M |
| TBH Global Asset Management, LLC | 0.79% | Reduce -1.4% | 66,414 | $3.3M |
| Legacy Investment Solutions, LLC | 2.18% | Reduce -30.5% | 66,312 | $3.3M |
| Legacy Wealth Managment, LLC | 2.18% | Reduce -30.5% | 66,312 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -13.1% | 65,778 | $3.3M |
| Gotham Asset Management | 0.03% | Add +3.7% | 63,782 | $3.2M |
| Norris Financial Group, LLC | 1.47% | Add +75.5% | 62,593 | $3.1M |
| National Wealth Management Group, LLC | 2.07% | Reduce -0.2% | 62,208 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +89.8% | 61,968 | $3.1M |
| Lionsbridge Wealth Management LLC | 2.46% | Add +246.1% | 58,432 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Add +18.0% | 57,852 | $2.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.23% | Reduce -10.7% | 57,545 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -18.8% | 57,164 | $2.9M |
| LYNX Capital Group Ltd. | 1.65% | Add +319.2% | 57,141 | $2.9M |
| ZEGA Investments, LLC | 0.84% | — | 56,985 | $2.9M |
| Mariner, LLC | 0.00% | Add +13.0% | 54,392 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +7.6% | 54,037 | $2.7M |
| Retirement Capital Strategies | 1.02% | New | 53,679 | $2.7M |
| Private Trust Co. NA | 0.28% | Add +279.4% | 53,456 | $2.7M |
| Scarborough Advisors, LLC | 0.37% | New | 52,678 | $2.6M |
| Consolidated Portfolio Review Corp | 0.42% | Reduce -21.1% | 52,349 | $2.6M |
| Trust Co | 0.30% | Add +8.4% | 52,212 | $2.6M |
| Sage Advisory Services, Ltd.Co. | 1.55% | Reduce -45.2% | 52,038 | $2.6M |
| Duncker Streett & Co. Inc. | 0.48% | Reduce -14.0% | 52,031 | $2.6M |
| Copley Financial Group, Inc. | 1.88% | Reduce -34.0% | 49,027 | $2.5M |
| Belpointe Asset Management LLC | 0.15% | Add +0.0% | 48,088 | $2.4M |
| Warwick Investment Management, Inc. | 0.49% | New | 47,160 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -13.6% | 45,571 | $2.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 44,955 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -4.9% | 42,146 | $2.1M |
| Smartleaf Asset Management LLC | 0.21% | No change | 41,202 | $2.1M |
| Townsquare Capital LLC | 0.02% | Add +14.4% | 38,163 | $1.9M |
| Wealthstar Advisors, LLC | 0.80% | — | 36,923 | $1.9M |
| Mattson Financial Services, LLC | 0.57% | Reduce -54.9% | 35,969 | $1.8M |
| Barnes Wealth Management Group, Inc | 1.20% | — | 35,742 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +40.1% | 35,010 | $1.8M |
| Peterson Wealth Services | 0.53% | Add +1970.0% | 34,713 | $1.7M |
| Cathy Pareto & Associates, Inc. | 1.58% | — | 34,282 | $1.7M |
| Sovereign Financial Group, Inc. | 0.38% | Add +1.5% | 33,019 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -5.3% | 31,600 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +509.8% | 29,758 | $1.5M |
| World Investment Advisors | 0.04% | Add +38.6% | 28,178 | $1.4M |
| Legacy Solutions, LLC | 1.51% | — | 27,719 | $1.4M |
| Endowment Wealth Management, Inc. | 0.92% | Add +16.4% | 27,211 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.07% | Add +452.4% | 25,481 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -1.1% | 25,055 | $1.3M |
| Intrepid Family Office LLC | 1.32% | — | 25,000 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +163.0% | 24,753 | $1.2M |
| Paladin Wealth, LLC | 1.07% | Reduce -18.4% | 24,618 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -33.4% | 23,723 | $1.2M |
| Wealthspire Retirement, LLC | 0.09% | Add +4.5% | 23,455 | $1.2M |
| Capital Wealth Alliance, LLC | 0.65% | Reduce -41.4% | 22,907 | $1.1M |
| Pitti Group Wealth Management, LLC | 1.14% | Add +96.0% | 22,525 | $1.1M |
| &partners | 0.01% | New | 21,790 | $1.1M |
| Eight 31 Financial, LLC | 0.81% | Add +2.7% | 21,428 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.13% | Reduce -2.8% | 20,770 | $1.0M |
| Noble Wealth Management PBC | 0.71% | — | 20,414 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 20,393 | $1.0M |
| Regatta Capital Group, LLC | 0.20% | Add +18.1% | 20,220 | $1.0M |
| MAI Capital Management | 0.01% | New | 19,953 | $1000K |
| ETF Store, Inc. | 1.22% | Add +0.8% | 19,652 | $985K |
| Weatherly Asset Management L. P. | 0.09% | Reduce -3.4% | 19,595 | $982K |
| National Bank of Canada | 0.00% | Reduce -0.9% | 19,540 | $979K |
| Petix & Botte Co | 0.26% | Reduce -19.0% | 19,517 | $978K |
| Triumph Capital Management | 0.33% | New | 19,347 | $969K |
| NewEdge Advisors, LLC | 0.01% | Add +10.6% | 18,581 | $931K |
| YHB Investment Advisors, Inc. | 0.07% | Add +7.8% | 18,160 | $910K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.22% | Add +36.9% | 17,439 | $874K |
| Strait & Sound Wealth Management LLC | 0.41% | Add +9.8% | 17,432 | $874K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17,255 | $865K |
| Collaborative Wealth Managment Inc. | 0.39% | Add +1.1% | 17,252 | $864K |
| OneDigital Investment Advisors LLC | 0.01% | Add +20.9% | 17,120 | $858K |
| B & T Capital Management DBA Alpha Capital Management | 0.16% | Add +46.2% | 17,000 | $852K |
| Baird Financial Group, Inc. | 0.00% | Add +5.1% | 16,857 | $845K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 16,288 | $816K |
| Catalyst Private Wealth, LLC | 0.36% | No change | 16,004 | $802K |
| Arete Wealth Advisors, LLC | 0.06% | Add +13.5% | 15,645 | $784K |
| Chicago Partners Investment Group LLC | 0.03% | Add +5.9% | 15,425 | $774K |
| Benjamin Edwards Inc. | 0.01% | Reduce -19.4% | 14,975 | $750K |
| Ridgeline Wealth, LLC | 0.60% | — | 14,692 | $736K |
| US Bancorp \de | 0.00% | Reduce -3.6% | 14,159 | $710K |
| Independent Financial Group, LLC | 0.02% | Add +1.7% | 14,070 | $705K |
| Hilltop Holdings Inc. | 0.04% | Add +0.4% | 13,982 | $701K |
| CGC Financial Services, LLC | 0.27% | Add +1.7% | 13,745 | $689K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.6% | 13,731 | $688K |
| WT Wealth Management | 0.21% | Reduce -5.1% | 13,435 | $673K |
| Institute for Wealth Management, LLC. | 0.08% | Add +0.5% | 12,926 | $648K |
| Medallion Wealth Advisors, LLC | 0.32% | — | 10,980 | $643K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +25.7% | 12,815 | $642K |
| BlackDiamond Wealth Management, LLC | 0.37% | Add +4.5% | 12,616 | $632K |
| Jones Financial Companies LLLP | 0.00% | Add +271.7% | 12,562 | $629K |
| Bright Futures Wealth Management, LLC. | 0.57% | New | 12,548 | $629K |
| Gateway Wealth Partners, LLC | 0.16% | Reduce -12.8% | 12,355 | $619K |
| Jackson Hole Capital Partners, LLC | 0.12% | No change | 12,219 | $612K |
| Rovin Capital /Ut/ | 0.21% | New | 11,793 | $591K |
| Wagner Wealth Management, LLC | 0.15% | Add +1010.8% | 11,352 | $569K |
| Total Clarity Wealth Management, Inc. | 0.18% | New | 11,300 | $566K |
| Asset Allocation Strategies LLC | 0.13% | New | 10,992 | $551K |
| Ameriprise Financial Inc. | 0.00% | Add +22.3% | 11,000 | $551K |
| Twin Focus Capital Partners, LLC | 0.08% | No change | 10,980 | $550K |
| Kingsview Wealth Management, LLC | 0.01% | New | 10,647 | $534K |
| Condor Capital Management | 0.05% | Add +2.5% | 10,620 | $532K |
| Patton Albertson Miller Group, LLC | 0.07% | Reduce -6.8% | 10,522 | $527K |
| Focus Partners Wealth | 0.00% | Add +54.1% | 9,443 | $473K |
| Comerica Bank | 0.00% | Reduce -4.9% | 9,325 | $467K |
| Redwood Financial Network Corp | 0.35% | Add +3.0% | 9,275 | $465K |
| NWF Advisory Services Inc. | 0.07% | New | 9,134 | $458K |
| 4J Wealth Management LLC | 0.37% | Add +2.3% | 9,081 | $455K |
| Watts Gwilliam & Co., LLC | 0.10% | Add +13.0% | 9,048 | $454K |
| Financial & Tax Architects, LLC | 0.11% | Add +1.0% | 8,944 | $448K |
| Calton & Associates, Inc. | 0.19% | Add +44.8% | 8,730 | $437K |
| Private Client Services, LLC | 0.23% | Add +33.7% | 8,476 | $425K |
| KWB Wealth | 0.05% | Add +34.0% | 8,181 | $411K |
| Aptus Capital Advisors, LLC | 0.00% | New | 7,138 | $358K |
| New Century Financial Group, LLC | 0.15% | Add +1.4% | 6,898 | $346K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -77.3% | 6,875 | $345K |
| Financial Advocates Investment Management | 0.02% | Reduce -3.4% | 6,728 | $337K |
| Parsons Capital Management Inc. | 0.02% | Reduce -5.8% | 6,662 | $334K |
| Main Street Financial Solutions, LLC | 0.03% | Add +0.5% | 6,603 | $331K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -5.3% | 6,554 | $328K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.7% | 6,477 | $325K |
| Commerce Bank | 0.00% | No change | 6,200 | $311K |
| International Assets Investment Management, LLC | 0.03% | New | 6,150 | $308K |
| Bank of Montreal | 0.00% | Add +3930.5% | 6,086 | $305K |
| Deroy & Devereaux Private Investment Counsel Inc. | 0.02% | No change | 6,000 | $301K |
| EdgeRock Capital LLC | 0.19% | Reduce -11.8% | 5,864 | $294K |
| Insight Advisors, LLC/ PA | 0.05% | No change | 5,851 | $293K |
| Triasima Portfolio Management inc. | 0.06% | New | 82,510 | $292K |
| Geneos Wealth Management Inc. | 0.01% | Add +19.5% | 5,633 | $282K |
| Tidal Investments LLC | 0.00% | Reduce -44.1% | 5,585 | $280K |
| DAVENPORT & Co LLC | 0.00% | No change | 5,514 | $276K |
| Legacy Capital Group California, Inc. | 0.08% | Reduce -3.2% | 5,337 | $267K |
| AQR Capital Management | 0.00% | No change | 5,267 | $264K |
| Koshinski Asset Management, Inc. | 0.02% | Add +10.0% | 5,174 | $259K |
| Allworth Financial LP | 0.00% | Add +668.1% | 5,162 | $258K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -32.1% | 5,020 | $252K |
| Parallel Advisors, LLC | 0.01% | Add +53.1% | 4,900 | $246K |
| Foundation Wealth Management, LLC\PA | 0.12% | — | 4,840 | $243K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -7.3% | 4,690 | $235K |
| Iron Gate Global Advisors LLC | 0.03% | No change | 4,671 | $234K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.4% | 4,587 | $230K |
| LaSalle St. Investment Advisors, LLC | 0.07% | New | 4,580 | $229K |
| Bogart Wealth, LLC | 0.01% | Add +0.2% | 4,503 | $226K |
| Pinnacle Associates Ltd. | 0.00% | New | 4,499 | $225K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,450 | $223K |
| NewEdge Wealth, LLC | 0.00% | Add +8.5% | 4,450 | $223K |
| Financially Speaking Inc | 0.15% | — | 4,297 | $215K |
| Detalus Advisors, LLC | 0.07% | No change | 4,200 | $210K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -0.6% | 4,186 | $210K |
| GWN Securities Inc. | 0.06% | — | 4,110 | $206K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +38.1% | 4,013 | $202K |
| AMG National Trust Bank | 0.01% | No change | 4,000 | $200K |
| Main Management LLC | 0.01% | No change | 3,652 | $183K |
| Archer Investment Corp | 0.05% | Add +23.8% | 3,627 | $182K |
| Citigroup Inc. | 0.00% | Reduce -4.7% | 3,299 | $165K |
| Transcendent Capital Group LLC | 0.07% | Add +3.5% | 2,596 | $130K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,983 | $99K |
| Chilton Capital Management LLC | 0.00% | No change | 1,939 | $97K |
| Blair William & Co. | 0.00% | Add +0.1% | 1,763 | $88K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -33.0% | 1,628 | $82K |
| Collier Financial | 0.06% | — | 1,430 | $72K |
| Matrix Private Capital Group LLC | 0.04% | No change | 1,370 | $69K |
| Key Financial Inc | 0.01% | No change | 1,037 | $52K |
| HM Payson & Co. | 0.00% | No change | 1,000 | $50K |
| Avior Wealth Management, LLC | 0.00% | No change | 875 | $44K |
| IAG Wealth Partners, LLC | 0.01% | New | 784 | $39K |
| Harbour Investments, Inc. | 0.00% | Reduce -27.9% | 769 | $39K |
| AdvisorNet Financial, Inc | 0.00% | New | 705 | $35K |
| Northwest Capital Management Inc | 0.01% | No change | 700 | $35K |
| Concord Wealth Partners | 0.01% | Reduce -30.5% | 640 | $32K |
| Oarsman Capital, Inc. | 0.00% | No change | 450 | $23K |
| Ridgewood Investments LLC | 0.01% | Reduce -92.3% | 414 | $21K |
| Assetmark, Inc. | 0.00% | New | 400 | $20K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 388 | $19K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 360 | $18K |
| Tidemark, LLC | 0.01% | No change | 335 | $17K |
| AE Wealth Management LLC | 0.00% | New | 332 | $17K |
| NFSG Corp | 0.00% | Add +1.6% | 327 | $16K |
| Spectrum Wealth Counsel, LLC | 0.00% | Reduce -14.9% | 268 | $13K |
| First Horizon Advisors, Inc. | 0.00% | Add +6.6% | 226 | $11K |
| Arax Advisory Partners | 0.00% | New | 163 | $8K |
| Farther Finance Advisors, LLC | 0.00% | New | 145 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.7% | 138 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -50.0% | 124 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | New | 108 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 106 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 84 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 57 | $3K |
| Astor Investment Management LLC | 0.00% | Add +13.5% | 42 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 23 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 9 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 11 | $551 |
| Lanark Financial, Inc. | 0.04% | — | 8 | $409 |
| High Note Wealth, LLC | 0.00% | New | 1 | $41 |
"% of holder's portfolio" is GSY's weight in each manager's 13F, not the share of Invesco Ultra Short Duration the manager owns.