GSY

Invesco Ultra Short Duration

Latest period2026 - Q2Total superinvestors33

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 33 superinvestors own shares of Invesco Ultra Short Duration (GSY), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Ultra Short Duration (GSY), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Ultra Short Duration (GSY) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Ultra Short Duration (GSY) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Nicole Alexander@Gradient Investments Llc
Recent Activity
Decreased -5.98%
0.72%
$51.865M
1.034M shares@ 50.15 avg price
Desaree Tatum@Wealth Intelligence, Llc
Recent Activity
Increased 36.3%
4.39%
$9.446M
188,347 shares@ 50.15 avg price
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Increased 39.88%
0.28%
$9.268M
184,812 shares@ 50.16 avg price
Christopher Chung@Beacon Investment Advisory Services, Inc.
Recent Activity
Increased 69.5%
0.2%
$5.251M
104,702 shares@ 50.16 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -21.93%
0.09%
$5.052M
100,737 shares@ 50.15 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 27.02%
0.3%
$3.294M
65,676 shares@ 50.16 avg price
Angela Maria Stewart@Legacy Solutions, Llc
Recent Activity
Increased 10.02%
1.61%
$1.989M
39,661 shares@ 50.15 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Increased 5.87%
0.06%
$1.945M
38,793 shares@ 50.16 avg price
Mark M Oswald@Balefire, Llc
Recent Activity
Increased 44.6%
0.23%
$1.363M
27,176 shares@ 50.15 avg price
Mark W. Everette@Yhb Investment Advisors, Inc.
Recent Activity
Decreased -0.22%
0.08%
$1.214M
24,213 shares@ 50.16 avg price

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