GSY INVESCO ACTIVELY MANAGED EXC
FollowULTRA SHRT DUR (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in GSY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Gradient Investments LLCin group Gradient Investments LLC | 1,034,881 | $51.7M | 0.74% | +683 | 13F-HRTimelineGroup |
| Trust Co | 59,049 | $2.95M | 0.26% | -6,627 | 13F-HRTimeline |
| LEGACY SOLUTIONS, LLC | 40,946 | $2.04M | 1.56% | +1,285 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 36,954 | $1.85M | 0.05% | +29,898 | 13F-HRTimeline |
| YHB Investment Advisors, Inc. | 25,112 | $1.25M | 0.08% | +899 | 13F-HRTimeline |
| Paladin Partners, LLC | 24,349 | $1.22M | 0.75% | +1,632 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 9,879 | $493K | <0.01% | +19 | 13F-HRTimeline |
| PRIVATE CLIENT SERVICES, LLC | 6,947 | $347K | 0.09% | -2,275 | 13F-HRTimeline |
| ATWOOD & PALMER INC | 2,750 | $137K | 0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 2,431 | $121K | <0.01% | -182,381 | 13F-HRTimeline |
| Noble Wealth Management PBC | 227 | $11.3K | 0.01% | +127 | 13F-HRTimeline |
| CX Institutional | 199 | $10K | <0.01% | 0 | 13F-HRTimeline |