Public ownership evidence

Invesco Ultra Short Duration ETF (GSY) Ownership Disclosures

Read GSY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Ultra Short Duration ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
18,863
Value (USD)
$945,402
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read GSY fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read GSY fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2918,863$945,402None
Brown Financial Advisors2026-06-302026-08-2744,105$2,211,866None
Kingsview Wealth Management, LLC2026-06-302026-08-20117,125$5,873,842None
Archer Investment Corp2026-06-302026-08-203,024$151,654None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2035,786$1,794,668None
Strait & Sound Wealth Management LLC2026-06-302026-08-1944,571$2,235,236None
Caitlin John, LLC2026-06-302026-08-1843$2,156None
Caitlin John, LLC2026-06-302026-08-1836$1,805None
Transamerica Financial Advisors, LLC2026-06-302026-08-188$405None
Equitable Holdings, Inc.2026-06-302026-08-1861,950$3,106,793None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15148$7,422None
10Elms LLP2026-06-302026-08-1523,372$1,172,098None
Mutual Advisors, LLC2026-06-302026-08-15293,071$14,697,500None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1514,011$702,659None
9823 Capital, L.P.2026-06-302026-08-1543,865$2,199,810None
Daner Wealth Management, LLC2026-06-302026-08-15109,130$5,480,512None
Perennial Investment Advisors, LLC2026-06-302026-08-154,270$214,178None
Capital Asset Advisory Services LLC2026-06-302026-08-151,487,657$74,606,001None
Ameritas Advisory Services, LLC2026-06-302026-08-1560,161$3,017,055None
NFSG Corp2026-06-302026-08-151,363$68,342None
Western Wealth Management, LLC2026-06-302026-08-157,946$398,492None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1518,439$924,716None
Foundations Investment Advisors, LLC2026-06-302026-08-1517,069$856,031None
IFG Advisory, LLC2026-06-302026-08-152,362$118,454None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,610$331,494None
OSAIC HOLDINGS, INC.2026-06-302026-08-15781,122$39,177,205None
Main Management LLC2026-06-302026-08-153,652$183,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,460$323,969None
Medallion Wealth Advisors, LLC2026-06-302026-08-156,982$350,166None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15586$29,388None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15269$13,490None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,335$66,950None
Gotham Asset Management, LLC2026-06-302026-08-15137,649$6,903,097None
Waverly Advisors, LLC2026-06-302026-08-15122,682$6,152,482None
MATRIX PRIVATE CAPITAL GROUP LLC2026-06-302026-08-151,370$68,706None
Bramshill Investments, LLC2026-06-302026-08-151,988,756$99,736,138None
&PARTNERS2026-06-302026-08-15138,510$6,944,906None
RETIREMENT CAPITAL STRATEGIES2026-06-302026-08-15173,790$8,715,560None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15306,638$15,371,763None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1562,871$3,152,981None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15255$12,788None
Ausdal Financial Partners, Inc.2026-06-302026-08-1510,291$516,114None
MAI Capital Management2026-06-302026-08-1512,135$608,583None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1529,874$1,498,181None
ROYAL BANK OF CANADA2026-06-302026-08-15518,231$25,989,000None
ROYAL BANK OF CANADA2026-06-302026-08-15163,856$8,217,000None
Larson Financial Group LLC2026-06-302026-08-153,000$150,450None
World Investment Advisors2026-06-302026-08-1530,145$1,510,843None
INTREPID FAMILY OFFICE LLC2026-06-302026-08-1515,000$752,250None
Invesco Ltd.2026-06-302026-08-1531,801$1,594,820None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Brown Financial Advisors ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Strait & Sound Wealth Management LLC ↗Caitlin John, LLC ↗Caitlin John, LLC ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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